Wellington Management

Wellington Management Company LLP, founded in 1928 and headquartered in Boston, Massachusetts, is a prominent investment management firm providing comprehensive solutions to institutional clients worldwide. The firm specializes in a diverse range of investment strategies, including equity, fixed income, multi-asset, and alternative investments, tailored to meet the unique return and risk objectives of its clients. Wellington Management employs a collaborative approach, leveraging proprietary research and analytical tools to identify opportunities and manage risks across global capital markets. The firm caters to a wide array of clients, including sovereign institutions, endowments, foundations, wealth managers, and insurance companies, spanning more than 50 countries. With a focus on long-term investment principles, Wellington Management fosters independent thought and debate within its teams, ensuring that resources are effectively utilized to deliver consistent results. The firm also emphasizes environmental, social, and governance (ESG) considerations in its research and investment processes, engaging with companies on key ESG topics.

Pamela Choney

Partner and SVP

Patrick Eastwood

Director Client Integration & Administration and Managing Director

Anita M. Killian

Director, Partner, VP, Global Industry Analyst and Portfolio Manager

Danny Sharp

Director, Midwest Region and Business Development Manager

Anji Stewart

Director and Head of EMEA Marketing

Past deals in Carribean

Mozido

Series B in 2014
Mozido operates a cloud-based mobile payments platform. It delivers payments and mLoyalty solutions to financial institutions, MNOs, restaurants, municipalities, mobile telecom providers, and consumer packaged goods companies as well as companies in retail, hospitality, and government industries that serve banked and unbanked consumers via the mobile phone. Mozido's products include mobile and Web payments, a customer engagement solution, mobile rewards, mVault, a real-time, B2B payment processing platform that addresses and replaces the current cash process, and MoTEAF, a cloud-based, mobile ecosystem that acts as a point of integration, allowing clients to pay, engage, and reward through the mobile channel. Michael A. Liberty founded it in 2008, with its headquarters in Austin in Texas and operations in the United States, Mexico, Central America, the Caribbean, the Middle East, Southeast Asia, and Africa.