In her role as investment specialist, Rie collaborates with equity investors and investment directors to help ensure the integrity of the investment approaches under her coverage. This includes meeting regularly with the teams and providing analysis of portfolio positioning, performance, and risk exposures. She also helps develop new products and client solutions and manages business issues such as capacity, fees, and guidelines. Additionally, Rie meets regularly with clients, prospects, and consultants to communicate the firm’s investment philosophy, strategy, and positioning.
Prior to joining Wellington in 2021, Rie was a real estate investment analyst at HJ Asset Management (HJAM). She earned her BS in business administration and accounting from the University of Southern California.