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名称 | 标题 | 任期 | 至 |
---|---|---|---|
David A. Siegle | Investment Professional | 2017 | now |
背景介紹 | David Siegle has been involved in portfolio management of the model since its inception and has been involved in securities analysis for similarly managed strategies since 2008. Mr. Siegle joined Wellington Management as an investment professional in 2001. David received a BA from Amherst College in 2001. He holds the Chartered Financial Analyst designation. | ||
Douglas W. McLane | - | 2017 | now |
背景介紹 | Doug is an equity portfolio manager on the Disciplined Equity Team. He manages equity assets on behalf of our clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. He currently manages the Brand Power and Disciplined Total Return Growth approaches. Additionally, he conducts fundamental analysis on equity investments, focusing on the consumer, industrials, and materials sectors. His research supports the investment decision making for a range of portfolios managed for clients of the firm. He works in our Boston office. Prior to joining Wellington Management in 2011, Doug worked as a portfolio manager at Samlyn Capital (2009 – 2011) and as an analyst at Sirios Capital Management (2003 – 2009). Before earning his MBA, he held a variety of positions at Kozmo.com (1999 – 2001) and The Carson Group (1996 – 1999). Doug earned his MBA from the Kellogg School of Management at Northwestern University (2003) and his BA in history from Princeton University (1996). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA institute. | ||
Mammen Chally | Portfolio Manager | 1998 | 2024 |
背景介紹 | Mammen Chally, CFA, Senior Managing Director and Equity Portfolio Manager of Wellington Management, has served as portfolio manager since 2010 and has been involved in portfolio management and securities analysis since 1998. Mr. Chally joined Wellington Management as an investment professional in 1994. Prior to joining Wellington Management in 1994, Mammen worked for the Gas Authority of India Limited, New Delhi, India (1989 — 1992). | ||
James A. Rullo | Senior Vice President | 1998 | 2010 |
背景介紹 | Rullo is senior vice president at Wellington Management Company, his employer since 1994. He served previously as a manager of global investments with PanAgora Asset Management since 1989. Prior to that, he spent two years as manager of asset allocation with PanAgora. Rullo holds the Chartered Financial Analyst designation. |
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