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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Jeremy Forster | Managing Director | 2022 | now |
自傳 | Mr. Forster, Managing Director and Fixed Income Portfolio Manager of Wellington Management, joined the firm as an investment professional in 2011. | ||
Brij S. Khurana | - | 2021 | now |
自傳 | Brij S. Khurana Managing Director and Portfolio Manager,Managed fund since 2020 Brij is a portfolio manager within Investment Boutiques. He manages global total return and unconstrained fixed income portfolios. Prior to joining Wellington Management Company LLP , Brij was a senior vice president and portfolio manager at Pacific Investment Management Company (PIMCO), where he managed core, unconstrained, and multi-credit fixed income portfolios. He started his professional career trading structured products at Goldman, Sachs & Co. Brij received his MBA from Harvard Business School (2011) and a BA in economics from Princeton University (2007), with honors. | ||
Joseph F. Marvan | Senior Vice President | 2015 | now |
自傳 | Joseph F. Marvan, CFA, Senior Managing Director and Fixed Income Portfolio Manager of Wellington Management, has served as a portfolio manager of the Fund since 2012. Mr. Marvan joined Wellington Management as an investment professional in 2003. Joe is a fixed income portfolio manager and serves as chair of the US Broad Market Team. As chair, Joe is responsible for setting aggregate risk levels and investment strategy in Core Bond Plus, Core Bond, Intermediate Bond, and Long Bond portfolios. Prior to joining Wellington Management, Joe was a senior portfolio manager and head of US Fixed Income at State Street Global Advisors, working on a wide range of fixed income portfolios, including those concentrating on total return, mortgage-backed securities, non-dollar bonds, and investment grade credit (1996 – 2003). Prior to that, he worked at both The Boston Company and Shearson Lehman Brothers in Fixed Income Portfolio Management and Trading (1988 – 1996). Joe earned his MBA, magna cum laude, from Babson College (Olin, 2001) and his BS in finance from Ithaca College (1987). Additionally, Joe holds the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
Allan M. Levin | President | 2018 | 2022 |
自傳 | Mr. Levin, President and Fixed Income Portfolio Manager of Wellington Management, joined the firm as an investment professional in 2015. | ||
Lindsay Thrift Politi | Vice President | 2012 | 2015 |
自傳 | Lindsay Politi, Vice President and Fixed Income Portfolio Manager, is the Portfolio Manager. Lindsay is a fixed income portfolio manager and a member of the US Interest Rate Investment Team, where she specializes in TIPS and inflation-linked bond investing. In addition to managing Wellington Management's dedicated US TIPS and global inflation-linked bond portfolios, she makes inflation-linked investment recommendations for portfolios across the Fixed Income Group. Lindsay joined Wellington Management in 2000 to work with the Global Bond Team and transferred to the Core Bond Strategy Group in 2002. Lindsay received her MS in finance from Boston College (Carroll, 2005) and her BA in economics from Wellesley College (2000). | ||
Raymond Humphrey | Portfolio Manager | 2010 | 2012 |
自傳 | Raymond Humphrey, CFA, Senior Vice President, joined the Firm in 2006. Ray is a Portfolio Manager on the Global Fixed Income investment team. Previously, he was a portfolio manager with Brown Brothers Harriman & Co., where he began his career managing short duration portfolios. Ray also managed core fixed income and structured products and, for the five years before joining the Firm, he managed global fixed income portfolios. He received a BA from Montclair State University and an MBA from New York University’s Stern School of Business. Ray has been awarded the Chartered Financial Analyst designation. | ||
John Hendricks | Trader | 2007 | 2012 |
自傳 | Hendricks joined the Hartford Investment Management in 2005 as a fixed-income trader specializing in Treasury and agency securities. Hendricks started his career in financial services as the senior government securities trader in the International Treasury Division of Bank of New England. | ||
Timothy J. Wilhide | Senior Vice President | 2004 | 2009 |
自傳 | Wilhide is senior vice president of Hartford Investment Management, he joined Hartford Investment Management in 1994 and has been an investment professional involved in portfolio management since 1978. | ||
William H. Davison | investment research, Trader | 2002 | 2007 |
自傳 | Davison has worked in a number of areas, including investment research and money-market trading, he joined Hartford Investment Management in 1990. Prior to joining Hartford, he was vice president of corporate finance for Shawmut National Corporation and was also a loan officer with Manufacturers Hanover Trust Company. Davison holds the Chartered Financial Analyst designation. | ||
James P. Connolly | Portfolio Risk Analyst, Portfolio Manager, Vice President | 2002 | 2004 |
自傳 | Connolly is the vice president of HIMCO and has served as portfolio manager of the fund since its inception on November 1, 2002. Connolly joined HIMCO in 1993 and has been an investment professional involved in portfolio risk analysis and portfolio management since 1994. |
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