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Why Wellington

Wellington Management is one of the world’s leading independent asset managers. Since our foundation in 1928, we have expanded from our headquarters in Boston to the main international and Asian financial centers, providing clients with local knowledge and global expertise.

USD 1.3 T+

Client assets under management (USD)

3,000+

Clients

800+

Investment professionals

60+

Client locations by country/region

In the pursuit of investment excellence, we’ve chosen to do things a little differently, including the way we structure our ownership model, organization, and investment platform.

All figures are for the Wellington Management Group of companies as of December 2025.

Key capabilities

Featured content

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Wellington’s 2026 Investment Outlook brings together global research and multi-asset expertise to evaluate what lies ahead for investors. From growth and inflation to policy and market volatility, this year’s Outlook highlights the critical signals shaping investment decisions.

meet the manager

Connor Fitzgerald

Fixed Income Portfolio Manager Connor Fitzgerald shares how the focus and precision needed for sailing is relevant to his experience in credit markets.

Wellington news

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Press release

Wellington Management Appoints Alex Behm to Strengthen Secondaries Capabilities 

Alex will oversee the development and management of the secondary investment capabilities for the firm’s Venture Growth Evergreen platform, working alongside the firm’s established direct private investment platform.
Wellington
Press release

Wellington Management President, Managing Partner and Head of the Client Platform Announces Retirement; Samantha Schoen Named Next Head of the Client Platform

Wellington Management today announced that Steve Klar, President, Managing Partner, and Head of the Client Platform, will retire in June 2026 after a distinguished 21-year career with the firm. Mr. Klar has played a pivotal role in expanding Wellington’s client platform and strengthening the firm’s commitment to delivering exceptional client service and innovative solutions. His leadership has been instrumental in deepening relationships with clients, expanding Wellington’s global reach, and ensuring the firm consistently delivers outstanding value.
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Press release

Wellington Management appoints Michael Trihy as Head of Portfolio Management to expand Private Investment capabilities into evergreen market

Wellington Management announces the appointment of Michael Trihy, CFA, as Head of Portfolio Management, Venture Growth Evergreen, Private Investments. In this position, Mr. Trihy will lead the expansion of Wellington’s evergreen private investing capabilities for private wealth clients.
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Article

Wellington Management wins “Structured Debt Manager of the Year” award as part of Insurance Asset Risk’s  2025 Americas Awards

Wellington Management is honored to have been named “Structured Debt Manager of the Year” by Insurance Asset Risk as part of their Americas 2025 Awards. Read more about this achievement and Insurance Asset Risk’s 2025 Americas Awards.

Wellington Management did not pay a fee to be considered for this award but compensation was provided for costs associated with the use of the award logo. Winners were selected by Insurance Asset Risk after reviewing written submissions. This award was announced on October 9, 2025 and was based on a submission that was made in August 2025, which covered accomplishments from the prior year. The award was judged based on Insurance Asset Risk’s criteria and on written responses about Wellington’s structured debt business for insurance companies. Wellington Management was the only winner in each category. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.

Wellington
Press release

Global LPs stay the course with private market allocations despite geopolitical risks, Wellington Private Investing Survey shows.

At the SuperReturn International Conference in Berlin, Wellington Management surveyed 165 private markets professionals. Read the press release for a snapshot of the key insights.

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Article Private investing

Shanna O’Reilly named to GrowthCap’s “Top Women Leaders in Growth Investing.”

Congratulations to Shanna O’Reilly, Co-head, Private Investments, who was named to GrowthCap’s “Top Women Leaders in Growth Investing” list. This recognition highlights her impact building Wellington’s global private investing business and her mentorship both within our firm and across the industry.

For professional investors only. Wellington Management paid a fee to be considered for this award. Winners were selected based on demonstrated success in leadership roles, breadth of experience, longevity in the field, and consistency in performance, among other factors. This award was announced on June 25, 2025 and is based on the following time period: Shanna O’Reilly’s Wellington career 2004-2025. Shanna O’Reilly was one of the winners in the Top Women Leaders in Growth Investing category and was selected based on demonstrated success in leadership roles, breadth of experience, longevity in the field, and consistency in performance, among other factors. This award may not represent any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results. Further information on the award and awarding criteria: https://growthcapadvisory.com/award-usage/.

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Article Private investing

Matt Witheiler named to Forbes “The Midas List: The World’s Best Venture Capital Investors in 2025.”

Congratulations to Matt Witheiler, Head of Late-Stage Growth, who was named to Forbes’ The Midas List: The World’s Best Venture Capital Investors in 2025, for the fifth year in a row!

Wellington Management did not pay a fee to be considered. Winners were selected by a data-driven approach, the Midas List is produced from a combination of public data sources and the submissions of hundreds of investment partners across hundreds of firms each year. This award was announced on May 27, 2025, a submission made in April 2025 and is based on 5 years of trailing data. Wellington Management was a winner in the Top Tech Investors category, which was judged based on Forbes’ criteria. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.

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Podcast Private investing

Bloomberg Zero | How to invest in climate in the Trump era

Head of Private Climate Investing Greg Wasserman recently appeared on the Bloomberg Zero podcast, which covers the policies, tactics, and clean technologies taking us to a future of zero emissions, among other climate-change-related topics. In the episode, Greg outlines private market investment opportunities and innovation in this space.
Wellington
Press release

Wellington, Vanguard, and Blackstone to collaborate on investment solutions combining public and private assets

Wellington Management, Vanguard, and Blackstone announce a strategic alliance to transform how investors access institutional-caliber investment opportunities. The three firms will collaborate on developing simplified multi-asset investment solutions that seamlessly integrate public and private markets as well as active and index strategies.

Christina Kopec Rooney
Press release

Wellington Management deepens commitment to wealth channel with senior leadership hire

We are pleased to welcome Christina Kopec Rooney to Wellington where she will work closely with the firm's leadership team to develop and execute strategies that enhance client engagement, drive growth, and strengthen Wellington's position as a leading player in US wealth. Christina joins us from Goldman Sachs Asset Management (GSAM), where she served as Managing Director and Head of Commercial and Digital Strategy for Global Third-Party Wealth.

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Press release Private investing

Wellington Management expands private investing capabilities with formation of a private real estate credit platform

Ravi S. Anand appointed Head of Private Real Estate Credit and is joined by team of seasoned industry veterans.

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Press release Private investing

Wellington Management reports the final close of its inaugural Wellington CLO Partners Fund.

Wellington Management reports the final close of its inaugural Wellington CLO Partners Fund. Discover how this exciting milestone positions the firm to expand its platform and demonstrate its commitment to serving our clients as a CLO manager.

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Press release

Wellington Management launches first interval fund and expands investment offerings for U.S. wealth investors

Wellington Management announced the launch of its first interval fund, Wellington Global Multi-Strategy Fund, which seeks to generate consistent and positive returns across market cycles while managing market risk exposure and seeking to minimize drawdowns and volatility. The Fund will be managed by Portfolio Manager Roberto Isch, CFA, who will be supported by an 11-member management team of key leaders across the platform.
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Article

Wellington Management wins “Insurance Asset Manager of the Year” award as part of Insurance Investor's  2024 North American Awards program

Wellington Management is very honored to have been named “Insurance Asset Manager of the Year” ($100 billion+ in Insurance AUM category) by Insurance Investor as part of their 2024 North American Awards program.

While Wellington did not pay to be considered for the award, compensation was provided for costs associated with attending the award ceremony and publicizing our win. Winners were selected by a panel of judges reviewing written submissions. The judges were invited by Insurance Investor and more about the judging criteria and process can be found here. This award was presented on December 5, 2024, the finalists were announced on September 27, 2024, and a submission was made in May 2024, which was judged based on written responses about Wellington’s partnerships with insurance companies. Wellington Management was the only winner in the Insurance Asset Manager of the Year ($100 billion+ in insurance AUM) category. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.

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