Financial advisors

Wellington Management can help you serve your clients’ diverse investment needs with products and solutions that are designed to build sustainable, long-term value.

Alternative assets managed firmwide:

USD 27 B*

Track record managing alternative investments:

25+ years

Client assets under management:

USD 1+ T
Alternative assets managed firmwide:
Track record managing alternative investments:
Client assets under management:
USD 32 B*
25+ years
USD 1+ T

ALTERNATIVES OVERVIEW

Wellington Management is one of the largest managers of alternative assets in the world. Over two decades, we have built broad capabilities powered by the innovative spirit of an alternatives boutique, with the resources and stability of a global asset manager. Our private ownership model and infrastructure help to attract and retain leading investment talent with a broad range of specialized expertise.

Wellington Management’s alternative strategies include long/short equity, absolute return fixed income, multi-asset, real asset, and private equity.

OUR CLIENT-FOCUSED TEAM

Molly Conway, CFA

Business Development Manager
(West Coast and Mountains)

Brian Hargreaves, CAIA

Business Development Manager
(Central)

Anthony Liberti
Anthony Liberti, CFA

Business Development Manager
(Northeast)

Lindsay Seward
Business Development Manager (Mid-Atlantic and Southeast)
Ashley Burke
Account Manager

 

Matt DelBello
Business Development Analyst

 

FINRA BrokerCheck
All figures as of 31 December 2020.
*Please note that all alternatives assets are also included in the assets of the equity, fixed income, and multi-asset asset class categories.

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