Fred works closely with equity investors and investment directors to help ensure the integrity of the investment approaches under his coverage. He meets regularly with the teams to provide positioning, performance, and risk analysis; helps develop new products and client solutions; and manages business issues such as capacity, fees, and guidelines. He also meets with clients, prospects, and consultants to communicate the firm’s investment philosophy, strategy, and positioning.
Before joining Wellington in 2022, Fred was a portfolio analytics specialist for FactSet, supporting risk, performance, and quantitative clients within the asset management industry.
He holds a BS in economics from the University of Nottingham.
Latin America, Intermediary
Change
