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 27 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

Lindsay Seward

Business Development Manager

Lindsay is a portfolio advisor within Wellington’s US Financial Intermediaries Group (FIG). In this role, he drives business development efforts focused on alternative investments across global private banks, wealth management, and wirehouse platforms. He also works closely with the investment teams on portfolio positioning, performance, themes, and analysis.

Molly Conway

Vice President and Business Development Manager

Molly is a business development manager within Wellington Management’s Americas Institutional Group. In this role, she partners with families and their investment offices to understand their objectives, provide pertinent research and analysis, and identify solutions to their evolving investment needs. Previously,

Molly was a member of our US Financial Intermediaries Group, serving as a portfolio advisor. In this role, she worked closely with portfolio managers, macroanalysts, and asset allocation strategists to articulate our investment strategies to clients and prospects on behalf of our subadvisory partners.

Brian Hargreaves

Portfolio Advisor

Brian is a portfolio advisor within Wellington’s US Financial Intermediaries Group (FIG). In this role, he drives business development efforts focused on alternative investments across global private banks, wealth management, and wirehouse platforms. He also works closely with the investment teams on portfolio positioning, performance, themes, and analysis.

Anthony Liberti
Anthony Liberti

Anthony Liberti

Business Development Manager

Anthony is a business development manager within Wellington’s US Financial Intermediaries Group (FIG). In this role, he drives business development efforts focused on alternative investments across global private banks, wealth management, and wirehouse platforms. He also works closely with the investment teams on portfolio positioning, performance, themes, and analysis.

Ashley Burke

Business Development Analyst

Ashley is an Alternative Investments Specialist within Wellington’s US Financial Intermediaries Group. In this role, Ashley works closely with our global private banks, wealth management, and wire house clients to articulate a variety of alternative investment strategies in support of our clients’ needs.

Ashley joined Wellington Management as a member of the Global Relationship Group, working with endowments, foundations and pension clients. She held both the business development analyst and client service analyst roles, supporting relationship efforts.

Matt DelBello

Portfolio Advisor

As an Alternative Investments Specialist within Wellington’s US Financial Intermediaries Group, Matt works closely with our global private banks, wealth management, and wire house clients to articulate a variety of alternative investment strategies in support of our sales, marketing, and distribution efforts.

Prior to joining Wellington Management in 2019, Matt worked as an internal sales representative at GW&K Investment Management.

FINRA BrokerCheck
All figures as of 31 March 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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