- Co-Head, Private Investments
- Boston
United States, Institutional
Change
At Wellington, we believe that seeing a Full Picture benefits both our clients and the companies we partner with. Our approach to private markets is informed by the depth of our public market research and nearly 100 years of experience. Collaboration is foundational – bringing together insights across asset classes, public and private markets, and regions to examine opportunities from multiple perspectives.
At a glance
11.4B
AUM (USD)1
329
Total investments2
17
Average core investment team years' experience3
9
Sector focus areas
Investing in bold ideas – and the people behind them
Meet our private investing team
- Co-Head, Private Investments
- Boston
- Head of Private Equity
- Chicago
- Head of Private Credit
- Boston
- Head of Private Investments Capital Formation
- New York
- Portfolio Manager and Head, Private Real Estate Credit
- New York
- Head of Growth Lending
- San Francisco
- Head, Wellington Access Ventures
- New York
- Fixed Income Portfolio Manager
- Boston
- Head of Biotech Private Investments
- Boston
- Head of Private Placements
- New York
- Head of Portfolio Management, Investment Grade Private Credit
- Boston
- Head of Portfolio Management, Venture Growth Evergreen
- New York
- Head of Private Climate Investing
- New York
- Head of Late-Stage Growth
- New York
Value creation for our portfolio companies
Portfolio support that goes far beyond capital
Our Value Creation Team offers our portfolio companies access to Wellington’s vast network of public and private market experts. From seed stage to IPO, we tailor the resources of our US$1.3 trillion investment platform to meet our portfolio companies where they are and help them minimize risk and maximize long-term value.
Our investments
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Sector:Biotechnology
Acrivon Therapeutics
Acrivon Therapeutics Inc is a clinical-stage biopharmaceutical company developing oncology medicines that the Company matches to patients whose tumors are predicted to be sensitive to each specific medicine by utilizing its proteomics-based patient responder identification platform.
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Sector:Information technology
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Sector:Biotechnology
Affinavix
Affinivax was aqcuired by GSK in August 2022. Pioneering the development of a novel class of vaccines, the most advanced of which are next-generation pneumococcal vaccines.
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Sector:Financials
Affirm
Affirm is a smarter way to pay overtime. Shop pretty much anywhere and pay at your own pace without any fees.
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Sector:Health care
Agilon Health
Transforming health care for seniors by empowering primary-care physicians to focus on the entire health of their patients.
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Sector:Consumer discretionary
Airbnb
An online marketplace that connects people who want to rent out their homes with people who are looking for accommodations in specific locales.
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Sector:Biotechnology
Aligos Therapeutics
Developing targeted therapies for NASH and Viral Diseases to address important unmet medical needs.
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Sector:Health care
Allena Pharmaceuticals
A biopharmaceutical company that deployed novel oral biological platform for difficult-to-treat metabolic diseases.
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Sector:Climate technology
AMP Robotics
Founded in 2015 and headquartered in Louisville, CO. AMP Robotics offers recycling solutions pairing AI with innovative robotic technology to drive higher recycling levels while also solving critical pain points around labor shortages, processing costs, and global sustainability goals.
Wellington has unique insight to both the private and public markets. That’s something you don’t see a lot.
The statement and opinion presented above is an endorsement provided by Dr. Ken Song, CEO of Rayzebio, a portfolio company in which a Wellington-advised client invests. He is not an investor in private funds managed by Wellington Management. Wellington Management has not provided any cash or non-cash compensation for the use of this statement. The ownership structure of portfolio company investments creates a conflict of interest since Senior Executives have an incentive to make positive statements about Wellington and their experiences to maintain goodwill. This statement describes Song’s experience with Wellington Management and/or its supervised persons and may not be representative of the experience of others.
Private Investing Insights
Showing
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Insights Posts
Article
7 min
What investors should watch as private credit market matures
Private credit is entering a more mature phase, marked by greater selectivity, broader opportunities, deeper market infrastructure, and growing emphasis on manager selection.
7 min
Article
2026-12-31
Article
5 min
Looking beyond mega-caps
We explore how the growing concentration of capital in mega-cap private companies is reshaping the venture and growth opportunity set, and the implications for portfolio construction, manager selection, diversification, and potential return opportunities across private markets.
5 min
Article
2027-06-30
Article
5 min
IPO readiness through a public and private market lens
Our Value Creation Team brings together portfolio company leaders and Wellington investors to explore key issues shaping private markets, with takeaways from a recent IPO market discussion.
5 min
Article
2027-07-02
Article
5 min
The role of commercial real estate debt in an insurance portfolio
We examine how commercial real estate debt fits within an insurance portfolio, from its diversification and income characteristics to key considerations around regulatory classification, capital treatment, and portfolio construction.
5 min
Article
2028-06-30
Article
8 min
Private biotech investing deep dive
We explore the distinct characteristics of private biotech investing, including how the asset class differs from traditional venture capital and how clinical milestones, specialized underwriting, and portfolio construction shape its risk, return, and diversification potential.
8 min
Article
2028-05-31
Article
12 min
An insurer’s guide to the public/private credit convergence
Our experts explain why insurers are increasingly focusing on integrated public and private investment-grade credit strategies and highlight potential benefits and practical considerations.
12 min
Article
2027-06-30
Article
4 min
The IPO market inflection
Our late-stage private market experts explore how a small cohort of scaled, AI-driven IPOs could reshape distributions, public-market structure, and exit decisions across the venture ecosystem.
4 min
Article
2027-05-31
Article
6 min
CLO equity’s role in asset allocation
We discuss CLO equity's role in asset allocation, highlighting its potential income and diversification benefits. In addition, we explore its potential fit alongside private equity, private credit, and public equity allocations.
6 min
Article
2028-05-01
Video
3 min
Physical AI, robotics, and Encord
Greg Wasserman, Head of Private Climate Investing, explores the rise of physical AI across robotics, drones, and autonomous systems, and the growing role of machine vision and data infrastructure in enabling real-world deployment.
3 min
Video
2027-04-30
Article
5 min
The role of secondaries in venture and growth private equity
Our experts discuss how secondaries are reshaping venture capital and growth markets, offering liquidity and strategic portfolio diversification opportunities.
5 min
Article
2027-04-30
Article
4 min
Private credit is not a monolith
In the wake of today’s private credit headlines, we examine why the asset class is more complex than it appears. We outline a three-dimensional framework, spanning assets, vehicles, and leverage, to help identify where risks are building and where they may be overstated.
4 min
Article
2028-03-31
URL References
Related Insights
Private Investing News
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Matt Witheiler named to Forbes “The Midas List: The World’s Best Venture Capital Investors in 2026.”
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Congratulations to Matt Witheiler, Head of Late-Stage Growth, who was named to Forbes’ The Midas List: The World’s Best Venture Capital Investors in 2026, for the sixth year in a row!
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Wellington Management did not pay a fee to be considered for this award. Winners were selected for Forbes’ 2026 Midas List through a data-driven evaluation process based on a combination of public data sources and submissions from investment partners across hundreds of firms. This award was announced on 27 May 2026, following a submission made in April 2026, and is based on five years of trailing data. Wellington Management was recognized in the Top Tech Investors category based on Forbes’ criteria. Honorees are evaluated based on investment performance and industry impact using Forbes’ methodology and editorial review process. The recognition is not paid, not client-survey-based, and is not an endorsement or predictor of investment performance. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.
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Irina Margine, Sector Lead for Biotech Private Investments at Wellington, has been named to this year’s WSJ Pro Private Equity Women to Watch list.
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The annual recognition from The Wall Street Journal highlights women across private equity whose investment work and leadership are helping shape the direction of the industry.
Irina’s path into investing began in the lab. With scientific training in microbiology, she brings technical fluency to conversations with founders and management teams working on complex therapies. That combination of scientific depth and long-term investment perspective continues to shape how we approach private biotech investing.
Wellington Management did not pay a fee to be considered for this award. Winners were selected by Wall Street Journal Pro Private Equity based on nominations submitted by their individual firms. This award was announced on 9 March, 2026, and is based on Irina Margine’s career experience 2014 to present with a focus on her time as an investor at Wellington Management from 2019 to present. Wellington Management was one of the winners in the Senior Deal Makers category. WSJ Pro Private Equity’s Women to Watch honorees are evaluated on a holistic basis, with senior professionals assessed based on career‑long accomplishments. Honorees are selected through an editorial process based on nominations, written submission materials, and independent editorial review by WSJ Pro. The recognition is not paid, not client‑survey‑based, not tied to subscription status, and is not an endorsement or predictor of investment performance. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.
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Wellington Management Appoints Alex Behm to Strengthen Secondaries Capabilities
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Alex will oversee the development and management of the secondary investment capabilities for the firm’s Venture Growth Evergreen platform, working alongside the firm’s established direct private investment platform.
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Wellington Management welcomes Michael Trihy, CFA, as Head of Portfolio Management, Venture Growth Evergreen, Private Investments.
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Wellington Management welcomes Michael Trihy, CFA, as Head of Portfolio Management, Venture Growth Evergreen, Private Investments. With 15 years’ experience in private equity and asset management — including senior roles at Bow River Capital and Partners Group — Michael brings deep expertise to our private investing team.
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Global LPs stay the course with private market allocations despite geopolitical risks, Wellington Private Investing Survey shows.
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At the SuperReturn International Conference in Berlin, Wellington Management surveyed 165 private markets professionals. Read the press release for a snapshot of the key insights.
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Shanna O’Reilly named to GrowthCap’s “Top Women Leaders in Growth Investing.”
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Congratulations to Shanna O’Reilly, Co-head, Private Investments, who was named to GrowthCap’s “Top Women Leaders in Growth Investing” list. This recognition highlights her impact building Wellington’s global private investing business and her mentorship both within our firm and across the industry.
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For professional investors only. Wellington Management paid a fee to be considered for this award. Winners were selected based on demonstrated success in leadership roles, breadth of experience, longevity in the field, and consistency in performance, among other factors. This award was announced on June 25, 2025 and is based on the following time period: Shanna O’Reilly’s Wellington career 2004-2025. Shanna O’Reilly was one of the winners in the Top Women Leaders in Growth Investing category and was selected based on demonstrated success in leadership roles, breadth of experience, longevity in the field, and consistency in performance, among other factors. This award may not represent any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results. Further information on the award and awarding criteria: https://growthcapadvisory.com/award-usage/.
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Matt Witheiler named to Forbes “The Midas List: The World’s Best Venture Capital Investors in 2025.”
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Congratulations to Matt Witheiler, Head of Late-Stage Growth, who was named to Forbes’ The Midas List: The World’s Best Venture Capital Investors in 2025, for the fifth year in a row!
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Wellington Management did not pay a fee to be considered. Winners were selected by a data-driven approach, the Midas List is produced from a combination of public data sources and the submissions of hundreds of investment partners across hundreds of firms each year. This award was announced on May 27, 2025, a submission made in April 2025 and is based on 5 years of trailing data. Wellington Management was a winner in the Top Tech Investors category, which was judged based on Forbes’ criteria. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.
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Bloomberg Zero | How to invest in climate in the Trump era
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Head of Private Climate Investing Greg Wasserman recently appeared on the Bloomberg Zero podcast, which covers the policies, tactics, and clean technologies taking us to a future of zero emissions, among other climate-change-related topics. In the episode, Greg outlines private market investment opportunities and innovation in this space.
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Wellington Management expands private investing capabilities with formation of a private real estate credit platform
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Ravi S. Anand appointed Head of Private Real Estate Credit and is joined by team of seasoned industry veterans.
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Wellington Management reports the final close of its inaugural Wellington CLO Partners Fund.
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Wellington Management reports the final close of its inaugural Wellington CLO Partners Fund. Discover how this exciting milestone positions the firm to expand its platform and demonstrate its commitment to serving our clients as a CLO manager.
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Preqin | Lessons from raising an inaugural private climate fund
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Greg Wasserman, Head of Private Climate Investing, sat down for a Q&A interview with Preqin to discuss raising a $385m climate fund, the opportunities in climate investing, and lessons learned.
Source: Preqin
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1 As of 3.31.2026. This reflects the committed capital to the private investing platform.
2 As of 5.31.2026. This reflects the investments made by the private investing platform.
3 Reflects general investment industry experience.