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Molly Conway
- Business Development Manager
- United States
United States, Intermediary
Change
Delivering a client-focused philosophy
As a private partnership whose only business is investment management, we believe the firm’s long-term values are aligned with your needs and goals. For this reason, we keep total return optimization — after fees and taxes — and downside risk mitigation top of mind because we know net returns are what matters.
Our global institutional experience, boutique approach, and collaborative proprietary research platform marries curiosity and investment IQ, allowing us to uncover opportunities and develop innovative investment strategies for our clients. We seek to foster a consultative relationship that exceeds your investment and service expectations and aims to grow your wealth and help preserve your legacy.
Creativity, agility, and innovation are the cornerstones of our goal to help optimize net returns.
Investment solutions for family offices
Cara Lafond is a multi-asset strategist who works closely with Wellington’s Family Office clients to research investment policy and portfolio construction ideas, identify and advise on risks and opportunities, and has developed an asset allocation framework specific to private wealth investors.
Equities
- Core compounders
- Impact
- Tax-aware equities
- Concentrated styles
- Liquid real assets
- Thematic
- Emerging markets
- Regional
Fixed income
- Macro/emerging markets debt
- Relative value
- Multi-strategy
- Ultra-short duration
- Muncipal bonds
Alternative exposures
- Absolute return
- Long/short
- Multi-strategy
- Infrastructure
- Long/short sector
- Last-stage private equity
- Market neutral
Multi-asset solutions
- Inflation sensitive
- Multi-strategy low beta
- Outcome oriented
This list is for illustrative purposes only and does not include all of the approaches that are available or that may fit the stated theme. Investing involves risk, and an investment in an approach could lose money.
Our dedicated team
For further information, please contact our full family office team.
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Matt DelBello
- Business Development Analyst
- United States
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Anthony Liberti, CFA
- Business Development Manager
- (East Coast and Central)
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Giuliana Loukas, CAIA
- Account Manager
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Lisa Thors
- Relationship Manager
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