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종목명 | 헤드라인 | 재직 시작연도 | 기간 |
---|---|---|---|
Michael G Toman | Portfolio Manager | 2022 | now |
Rebecca Sykes | Global Industry Analyst | 2021 | now |
전기 | Rebecca Sykes is a global industry analyst and portfolio manager at Wellington Management, specializing in pharmaceuticals. Her portfolio management responsibilities include a variety of health care investment vehicles, including a global health care hedge fund, an emerging markets health care fund, and several other long-only health care equity products. She joined Wellington Management in 2007 from Goldman, Sachs & Co. where she was an analyst in the Health Care Investment Banking Group. She earned both her BS and MBA from the Wharton School of the University of Pennsylvania. She holds the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
Keith E White | Senior Managing Director | 2016 | now |
전기 | Keith E. White, Senior Managing Director and Equity Portfolio Manager at Wellington Management. He has worked in investment management with Wellington Management since 2007. Education: B.S., James Madison University; M.B.A., the Tuck School of Business at Dartmouth. | ||
Jennifer N. Berg | Senior Vice President | 2013 | now |
전기 | As a senior vice president and global industry analyst, Jennifer is responsible for coverage of the global capital markets industry including brokers, asset managers, custodian banks, and exchanges. She conducts fundamental analysis on the companies within these industries and makes buy/sell recommendations to diversified portfolio managers. She is also a co-manager of Wolf Creek, a hedge fund that focuses on investments in financial services. Education B.A., University of Notre Dame Experience Joined Wellington Management in 2002 Began career in 1997 | ||
Bruce L. Glazer | Senior Vice President | 2013 | now |
전기 | Bruce L. Glazer, Senior Managing Director and Global Industry Analyst, has been involved in portfolio management and securities analysis for the Portfolio since 2003. As a global industry analyst in Global Industry Research, Bruce conducts fundamental research on the computer and business service sectors. His specific areas of analysis include data center outsourcing, transaction/information processing, information technology professional services, and temporary staffing. He got M.B.A. from University of Pennsylvania and B.A. from Cornell University. Mr. Glazer joined Wellington as an investment professional in 1997 and Began his career in 1990. | ||
Wen Shi | Global Industry Analyst | 2022 | 2023 |
전기 | Wen Shi, PhD, CFA Managing Director and Global Industry Analyst As a member of the Health Care Team, Wen conducts fundamental research on public and private global biotechnology companies. Prior to joining Wellington Management in 2015, Wen worked as a senior research associate on the global biotechnology team at Sanford C. Bernstein (2013 – 2014). Before Bernstein, he was a consultant to biotech and pharmaceutical companies at Campbell Alliance (2011 – 2013), Navigant Consulting (2009 – 2011), and McKinsey & Company (2007 – 2009). Wen earned his DPhil (PhD) in medical oncology from Oxford University, where he was a Rhodes Scholar (2007), and BS in biology from Johns Hopkins University (2004). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston. | ||
Ann C. Gallo | Senior Managing Director | 2013 | 2023 |
전기 | Ann C. Gallo, Senior Managing Director, and Global Industry Analyst of Wellington Management, joined as an investment professional in 1998. Prior to that, Ann was a health care analyst with BT Alex. Brown (1995 — 1998). She was an investment banker and a health care analyst at Piper Jaffray in Minneapolis (1992 — 1995). Previously, she was a financial analyst with Citibank N.A. (1991 — 1992) and an accountant with Coopers & Lybrand (1987 — 1989). Ann received her MS from the Massachusetts Institute of Technology and her BS in accounting from Boston College. | ||
Steven C. Angeli | Senior Managing Director | 2013 | 2022 |
전기 | Steven C. Angeli, CFA, is a Senior Managing Director and Equity Portfolio Manager of Wellington Management. Steve serves as a portfolio manager and co-leader of the Growth Opportunities Team. He is also a member of both the Growth and Capital Appreciation Investment Groups. His investment focus has been on small- and mid-cap growth companies globally. Prior to joining Wellington Management in 1994, Steve was an associate analyst focusing on fixed income securities, including debt/equity private placements at Fidelity Management and Research (1990 — 1992). Steve earned his MBA from the University of Virginia (Darden, 1994) and his BS in finance from Boston College (1990). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society. | ||
Robert L. Deresiewicz | Senior Managing Director | 2013 | 2022 |
전기 | Robert L. Deresiewicz, Senior Managing Director, and Global Industry Analyst of Wellington Management, joined as an investment professional in 2000. Prior to that, Bob was an Assistant Professor of Medicine at the Harvard Medical School, and an Associate Physician in the Division of Infectious Diseases at the Brigham and Women's Hospital (1990 — 1998). Bob received his MBA from the Harvard Business School (2000), his MD from the Mount Sinai School of Medicine, and his BA in biochemistry summa cum laude from Columbia University. | ||
Jean M Hynes | Chief Executive Officer | 2013 | 2021 |
전기 | Jean M. Hynes, CFA Chief Executive Officer, Managing Partner, and Portfolio Manager As the chief executive officer of Wellington Management Company LLP, Jean leads the firm in our mission to drive excellence for clients to positively impact millions of beneficiaries’ lives. In pursuit of that mission, she spends significant time meeting with clients globally as well as working to strengthen and support the firm’s people and capabilities. She also serves on a variety of internal management committees, including the executive, operating, and compensation committees. In addition, she is one o |
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