WELLINGTON - Key Persons


Ahmed Ismail

Job Titles:
  • Relationship Manager
  • Relationship Manager, Canada
Boots on the ground - I take pride in bringing the best of Wellington to our local Canadian consultants, clients, and investor community.

Aisling Freiheit

Job Titles:
  • Associate Director, Client Platform, Head of IPFS & AUS

Alan Matijas

Job Titles:
  • Director of Client Group, Canada
Our goal is to better blend our global mindset with local Canadian expertise to be more helpful to our local institutional partners.

Alice Fong

Job Titles:
  • Client Service Manager

Alvaro Llavero

Job Titles:
  • Portfolio Manager

Alyssa Irving

Job Titles:
  • Fixed Income Portfolio Manager, Boston

Amberlie Fernandes

Job Titles:
  • Account Manager, Canada
Our team is passionate about helping our Canadian clients achieve their long-term investment goals, and bringing the breadth of Wellington's global resources home.

Andrew Sharp-Paul - Chief Investment Officer

Job Titles:
  • Investment Director

Anna Lunden

Job Titles:
  • Equity Portfolio Manager, EMEA DE & I Committee - Chair

Caitlin Ferris

Job Titles:
  • Venture Associate, Private Climate Investing / New York

Caitlin Hollebone

Job Titles:
  • Director, Client Group, ANZ

Cara Hubbard

Job Titles:
  • Investment Director / Boston

Charles Davies

Job Titles:
  • Director, Client Service Management, APAC

Christine Fleming

Job Titles:
  • Consultant Relations Manager

Christopher Goolgasian

Job Titles:
  • CAIA

Cindy Cheng

Job Titles:
  • Sector Lead, Consumer / San Francisco

Cindy Marrs

Job Titles:
  • Director, Global Financial Intermediaries Group
Everything you hear about Wellington Management's culture is true on a global scale. At each of our locations around the world, we emphasise professionalism, collaboration and diversity. At the same time, each office has a unique local culture and sense of pride. My role is global in scope, and I can see how each regional office values the freedom they have to serve clients in the ways they believe are best. As one of the individuals who helped build the firm's London operation, I witnessed firsthand how collaboration among our various groups helps people succeed. We were given the time, support and resources to develop our vision and produce results. Here, intellectual input and teamwork are what count, not what your title is or where you came from. Wellington Management is a special organisation. I believe we are true fiduciaries of our clients' assets. Client, Firm, Self… that's the moral compass that guides our decision-making and helps us feel very good about what we do every day.

Courtney Brophy

Job Titles:
  • Relationship Manager

Courtney Hugger

Job Titles:
  • ESG Associate, Private Investments / Chicago

Danny Sharp

Job Titles:
  • Director of Alternatives, Americas
Wellington Management is a great place to have a long-term career. I am British, and before I joined the firm, I worked for large American companies in London and then ran an independent investment boutique in Chicago. Managing a territory for Wellington Management from our Chicago office is like the marriage of both environments. It's like running your own business but with the tremendous resources, teamwork and backing of a premier firm. Wellington Management is an elite firm without being elitist. We are collegial and we're competitive, but not with each other. Everyone is vested in the success of their colleagues. When you have an idea or solution for a client, you seek a wider audience because you know your colleagues will add valuable new dimensions to your thinking. The company is focused on equipping its people to succeed. Here, I get support, autonomy and trust rather than short-term sales targets. This is a great place to work if you love investments; you'll find a constant and diverse stream of new ideas, products and strategies. This might sound like I'm exaggerating, but I have never enjoyed my career as I do now. It's as though everything I did prior to joining Wellington Management was preparing me to work here.

Dr. Matanya Horowitz

Job Titles:
  • CEO of AMP Robotics
Dr. Matanya Horowitz, CEO of AMP Robotics, highlights how the company integrates AI and robotics into the recycling industry and explores the "actionable guidance" Wellington provides on ESG and other strategic issues.

Drew Morales

Job Titles:
  • Associate Director, ESG, Private Investments / Boston

Edwina Matthew

Job Titles:
  • Associate Director, Sustainable Investment, Client Platform

Elisabeth Perenick

Job Titles:
  • Head of Portfolio Management, Private Placements

Elizabeth Chisholm

Job Titles:
  • Head of APAC Client Group

Emeka Onukwugha

Job Titles:
  • Head of Private Placements / New York

Emily Bannister

Job Titles:
  • Director, Private Credit

Erich Stock

Job Titles:
  • Business Development Manager Responsible for Southern Europe and Country Head Italy / Milan

Farzin Khan

Job Titles:
  • Account Manager

Frederik Groce

Job Titles:
  • Deal Lead, Wellington Access Ventures / Seattle

Greg Williams

Job Titles:
  • Associate Director, Americas Institutional Group / Chicago

Hillary Flynn

Job Titles:
  • Director, ESG, Private Investments
  • Director, ESG, Private Investments / Boston

Jackson Cummings

Job Titles:
  • Head of Wellington Access Ventures / New York

Jane Han

Job Titles:
  • Private Placement Associate / New York

Jay Nada

Job Titles:
  • Client Service Manager

Jeff Chapman

Job Titles:
  • Head, Growth Lending / San Francisco

Jenny Xie

Job Titles:
  • Venture Associate, Private Climate Investing / Boston

Jeno Szabo

Job Titles:
  • Director

Jose Gonzalez Rico

Job Titles:
  • Investment Specialist / Boston

Josh Sommerfeld

Job Titles:
  • Sector Lead, Health Care / Boston

Lucy Dormandy

Job Titles:
  • Director, Corporate Sustainability

Lynda Duna

Job Titles:
  • Administrative Manager, Boston

Mac Dinsmore

Job Titles:
  • Relationship Manager

Mark Watson

Job Titles:
  • Investment Specialist / Boston

Michelle Hunter

Job Titles:
  • Director, Private Investments / Chicago
  • Relationship Manager, Chicago

Molly Breiner

Job Titles:
  • Sector Lead, Private Climate Investing ( Sector Focus: Food & Agriculture )

Nelson McNeil

Job Titles:
  • Investment Specialist / New York

Owen Sirianni

Job Titles:
  • Venture Associate, Private Climate Investing / New York

Oyin Oduya

Job Titles:
  • Impact Measurement and Management Practice Leader / London

Patrick Eastwood

Job Titles:
  • Director, Client Integration and Administration
At Wellington Management, we have a culture and environment that support personal success in two ways. First, you are encouraged to stretch beyond your comfort zone. For me, this meant taking on different roles that supported my growth and success. I have been with the firm for 16 years and am in my fifth role. I started in one area and then moved to another - and even worked for four years in one of our Asian offices - before settling in my current role back in Boston. In each different role, I was encouraged and supported to develop and apply my skills and talents to contribute in that area and to do what I believed would make the firm and me better. Each experience has contributed to my growth and success in the next role and has been personally and professionally rewarding. Second, the firm encourages all people here to put forward their ideas, asking us to be creative and work collaboratively to hone those ideas and implement them. I like to describe Wellington Management as an all-star team of high-calibre people who work together to win. I can honestly say that here you can do almost anything or go anywhere when you apply yourself, are open-minded and work collaboratively to achieve overall success.

Peter Venter

Job Titles:
  • Deal Lead, Private Placements / New York

Prakhar Singh

Job Titles:
  • Sector Co - Lead, Asia / Singapore

Rob Mazzoni

Job Titles:
  • Sector Lead, Technology

Sam Epee-Bounya

Job Titles:
  • Fixed Income Credit Analyst, Boston

Sasha McKenzie

Job Titles:
  • Deal Lead, Wellington Access Ventures / Cincinnati

Scott Cokely

Job Titles:
  • Business Development Manager

Sean Petersen

Job Titles:
  • Sector Lead, Private Climate Investing ( Sector Focus: Enterprise & Industrial ) New York

Sean Reynolds - Chief Investment Officer

Job Titles:
  • Investment Director

Shanna O'Reilly

Job Titles:
  • Co - Head, Private Investments / Boston

Sophie McFadyen

Job Titles:
  • Relationship Manager

Steve Klar - President

Job Titles:
  • President

Sunita Patel

Job Titles:
  • Client Service Manager

Susanne Ballauff

Job Titles:
  • President of Wellington Management Funds Global, Head of Wellington Management Europe Und Head of the Frankfurt Office / Frankfurt

Tara Fitzgerald

Job Titles:
  • Compliance Manager
I have been at Wellington Management since 1999 and can honestly say that I learn something new every day. The environment is highly dynamic and challenges me to think creatively. Part of that is the nature of my role as a global compliance manager and problem solver. But the other aspect is that I work with extremely intelligent people. When we collaborate on a solution, we share our ideas as well as our concerns. It's an environment where you can be confident expressing yourself. There are abundant career opportunities for people at Wellington Management. I have moved in and out of various roles, constantly challenging myself in new areas. I am allowed to test my ideas and run with them. To a large extent, you control your destiny by the contributions you make. If you want to be constantly challenged, if you want to grow and learn, you can be very successful at Wellington Management.

Ted Duffy

Job Titles:
  • Head of WMIL & Dir of Inv, EMEA / London

Tessa Volkmer

Job Titles:
  • Director of Sustainable Investment, APAC
To deliver the best possible results for clients, we need a rich investment debate. That requires diversity of thought in the room. Our deep-rooted collaborative culture gives us a great starting point to build on.

Thomas Cooper

Job Titles:
  • Account Manager

Van Jones

Job Titles:
  • Deal Lead, Wellington Access Ventures / Los Angeles

Warren Veasey

Job Titles:
  • Client Service Manager

Wendy Cromwell

Job Titles:
  • Head of Sustainable Investment
Head of Sustainable Investment Wendy Cromwell explains why supply chains remain a key investment risk and details related research areas for our SI team in 2024.

Will Prentis

Job Titles:
  • Investment Specialist

William Craig

Job Titles:
  • Investment Director / Boston