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解锁高级数据：最高 立减50%InvestingPro 手慢无
- 晨星评级:
- 总资产: 1.49B
Hartford Balanced HLS IA
30.59
+0.03
+0.10%
HADAX概述
本页面提供Hartford Balanced HLS Fund Class IA的详细介绍，帮助您了解HADAX的高管、总资产、投资策略和联系方式等信息。
联络信息
地址
430 W 7th Street, Suite 219060
Kansas City,MO 64105-1407
United States
Kansas City,MO 64105-1407
United States
电话
+1 8888437824
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| Matthew C Hand | Equity Portfolio Manager | 2020 | now |
| 背景介紹 | As a portfolio manager on the Value Team, Matt manages equity assets on behalf of clients, drawing on research from Wellington’s investment platform. He also conducts fundamental analysis for the team, focusing on the consumer, and real estate industries. He is based out of Wellington’s Radnor, Pennsylvania, office. Matt joined Wellington Management in 2004 after he earned his BA in economics from the University of Pennsylvania (2004). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Society of Philadelphia and the CFA Institute. | ||
| Loren L. Moran | Managing Director | 2017 | now |
| 背景介紹 | 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. | ||
| Adam H. Illfelder | - | 2017 | now |
| 背景介紹 | 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. | ||
| Michael E. Stack | Senior Managing Director | 2015 | 2021 |
| 背景介紹 | 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. | ||
| Karen H. Grimes | Senior Managing Director | 2012 | 2018 |
| 背景介紹 | 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 |
| 背景介紹 | 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 | 2012 |
| 背景介紹 | 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 |
| 背景介紹 | Irons is a senior vice president of Wellington Management and joined as an investment professional in 1993. | ||
| Christopher L. Gootkind | Vice President | 2006 | 2010 |
| 背景介紹 | 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. | ||
| Saul J. Pannell | Portfolio Manager | 2005 | 2006 |
| 背景介紹 | Saul J. Pannell, CFA, is Senior Vice President, Partner, and Equity Portfolio Manager at Wellington Management. His career at Wellington Management began in 1974 and as a global industry research analyst specializing in a number of industries, particularly aerospace and electrical equipment. . Saul received his MBA from Harvard Business School (1974) and his AB in economics, cum laude, from Harvard College (1972). In addition to holding the Chartered Financial Analyst designation, Saul is a member of the Boston Security Analysts Society and the CFA Institute. | ||
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