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19.14
-0.21
-1.09%
27/12 - 關閉. USD 貨幣
- 晨星評級:
- 總資產: 17.2M
Hartford Balanced C
19.14
-0.21
-1.09%
HAFCX綜觀
你可在本頁找到深入的Hartford Multi-Asset Income Fund Class C公司檔案，包括HAFCX的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。
聯絡資訊
地址
430 W 7th Street, Suite 219060
Kansas City,MO 64105-1407
United States
Kansas City,MO 64105-1407
United States
電話
+1 8888437824
傳真
Kansas City
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Stephen A. Gorman | Senior Managing Director | 2024 | now |
| 自傳 | Stephen A. Gorman, CFA, Senior Managing Director, Director, Tactical Asset Allocation, Global Multi-Asset Strategies Group, and Portfolio Manager. Steve is the director of the Tactical Team within the Asset Allocation Strategies Group and a portfolio manager focusing on our Global Managed Risk and Multi-Asset Absolute Return portfolios. Prior to joining Wellington Management in 2008, Steve worked as chief investment officer and director of research at 2100 Capital Group (2004 — 2008). Before that, he held a variety of positions, including co-head of Asset Allocation with Putnam Investments (1994 — 2003). Before joining Putnam, Steve held financial analyst positions at Pell Rudman, Applied Economics, and Investment Dealers' Digest. Steve earned his MBA, high distinction, from Dartmouth College (Tuck, 1994) and his BA in economics, magna cum laude, from College of the Holy Cross (1989). He holds the Chartered Financial Analyst designation and is a member of the CFA Institute. Steve is a member of the Chicago Quantitative Alliance as well as the Research Review Team for the Research Foundation of CFA Institute. Additionally, he has authored or co-authored a number of articles on asset allocation-related topics. | ||
| Lutz-Peter Wilke | Managing Director | 2018 | 2024 |
| 自傳 | Lutz-Peter Wilke, CFA, is a member of Wellington Management’s Global Multi-Asset Strategies Group, which is responsible for developing and managing multi-asset portfolios as well as outcome-oriented investment solutions. In addition to working on new product launches, Peter manages several portfolios for clients in different regions with a particular focus on income-generating asset classes. His investment philosophy involves blending thematic and quantitative insights in order to meet clients’ investment objectives. He is also working with researchers on his team to develop an investment platform that will allow clients to customize his investment approach according to their risk/return and income preferences. Prior to joining Wellington Management in April 2015, Peter was a member of the Multi-Asset Portfolio Strategies Group at BlackRock (formerly Merrill Lynch Investment Managers) where he spent 10 years as a portfolio manager and macro researcher in London and New York (2005 – 2015). He was responsible for the equity and commodity allocations across his team's book of business and was a portfolio manager on their flagship mutual fund, BlackRock Multi-Asset Income. He was a co-manager on many other approaches, including mandates focusing on Global Tactical Asset Allocation, and he also headed up the group’s Global Research team. He started his professional career at Deutsche Bank (1999 – 2001) before joining Merrill Lynch Investment Managers in the UK in 2005. Peter earned a BSc degree, with honours, in international economics from Nottingham University in 2004 and an MSc degree in economics and finance from Warwick Business School in 2005. | ||
| Loren L. Moran | Managing Director | 2017 | 2024 |
| 自傳 | Loren L. Moran, CFA, Senior Managing Director and Fixed Income Portfolio Manager of Wellington Management, has been a portfolio manager for the fixed income portion of the Fund since 2017 and securities analysis for the fixed income portion of the Fund since 2014. She has worked in investment management since 2001, has been with Wellington Management since 2014. Education: B.S., Georgetown University. | ||
| Michael E. Stack | Senior Managing Director | 2015 | 2021 |
| 自傳 | Michael E. Stack is Senior Managing Director and Fixed Income Portfolio Manager of Wellington Management. Mr. Stack joined Wellington Management as an investment professional in 2000. Michael E. Stack, announced his plan to retire and withdraw from the partnership of Wellington Management’s parent company, and effective June 30, 2021, he will no longer serve as a portfolio manager for the Fund. | ||
| Adam H. Illfelder | - | 2017 | 2018 |
| 自傳 | Adam H. Illfelder, CFA, is Senior Managing Director and Portfolio Manager and joined Wellington in 2005. He has been involved in portfolio management for the equity portion of the Fund since 2017 and has been involved in securities analysis for the Fund since 2008. He has 23 years of investment management experience. Mr. Illfelder earned his MBA from Northwestern University (Kellogg, 2001) and his BS in economics from the University of Pennsylvania (1997). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
| Karen H. Grimes | Senior Managing Director | 2012 | 2018 |
| 自傳 | Karen H. Grimes, CFA, is a Senior Managing Director , Partner, and Equity Portfolio Manager. Karen is the lead equity portfolio manager for the firm's Value approach. This strategy employs a fundamental and contrarian investment philosophy. Prior to joining Wellington Management in 1995, Karen held the position of director of research/equity analyst with the Wilmington Trust Company (1988 — 1995). Karen also held portfolio manager and equity analyst positions at First Atlanta Corporation (1983 —1986) and at Butcher and Singer in Philadelphia (1986 —1988). Karen received her BS with a major in finance, magna cum laude, from Georgia State University (1982). She holds the Chartered Financial Analyst designation and is a member of the Financial Analysts Society of Philadelphia. | ||
| John C. Keogh | Senior Vice President | 2004 | 2016 |
| 自傳 | John C. Keogh is Senior Vice President, Partner, and Fixed Income Portfolio Manager. As a fixed income portfolio manager, John is responsible for the management of investment grade fixed income portfolios, primarily for mutual fund and insurance clients. He is chair of the Fixed Income Review Group, which reviews the firm's fixed income portfolios to ensure that they meet client objectives and expectations. In addition, John serves on the CBO (Collateralized Bond Obligation) Investment Review Group. Prior to joining Wellington Management in 1983, John worked at Connecticut National Bank in the Portfolio Management, Economics, Funding, and Capital Markets Groups (1979 —1983). John received his BA in economics from Tufts University (1979). | ||
| Peter I. Higgins | Equity Portfolio Manager | 2005 | 2013 |
| 自傳 | Peter I. Higgins, CFA, Senior Vice President and Equity Portfolio Manager of Wellington Management. He has worked in investment management since 1988; has managed investment portfolios since 1995; has been with Wellington Management since 2005; and has managed the Fund since 2008. Prior to joining the firm in 2005, Peter worked at The Boston Company Asset Management (TBCAM) for 17 years (1988 — 2005). Education: B.S. and B.A., University of Pennsylvania; M.B.A., The Wharton School of the University of Pennsylvania. | ||
| Steven T. Irons | Senior Vice President | 2005 | 2012 |
| 自傳 | Irons is a senior vice president of Wellington Management and joined as an investment professional in 1993. | ||
| Christopher L. Gootkind | Vice President | 2006 | 2010 |
| 自傳 | Gootkind is vice president and fixed income portfolio manager. He joined Wellington Management Company, LLP as an investment professional in 2000. He used to be a principal with Scudder, Stevens & Clark, his employer since June 1986. Previously, he spent three years in institutional sales at Mabon, Nugent & Company. Gootkind holds the Chartered Financial Analyst designation and is a member of both the Boston Security Analysts Society and the Bank Analysts Association of Boston. | ||
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