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Active management: Aligning portfolios with client goals

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John Smallcomb Profile
John Smallcomb, CFA
Portfolio Manager
Boston

John is a portfolio manager on the Fundamental Factor Team, which conducts factor-based research on market trends, evaluations, portfolio construction, capital allocation, and risk management. He manages long/short extension strategies, oversees manager selection and portfolio construction, and advises clients on these and other issues.

Before assuming his current role, John was an investment director in the firm’s Product and Strategy group. Prior to joining Wellington in 2008, he worked at The Hanover Insurance Group and Liberty Mutual Insurance Company.

John holds a BS in human physiology from Boston University and an MBA from the Carroll School of Management at Boston College. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society Boston. 

Insights By John Smallcomb