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 Ohio

Lordstown Motors

Post in 2020
Lordstown Motors Corporation is an American automobile manufacturer of electric vehicles.Lordstown Motors is completing the engineering and development of the first full-electric pickup truck.

Oscar Health

Series C in 2015
Oscar Health is a health insurance company that provides individual and family plans, Medicare Advantage, and small group products. Founded in 2012 and headquartered in New York, Oscar Health operates in several states, including New York, Texas, California, New Jersey, Ohio, and Tennessee. The company aims to enhance the healthcare experience by utilizing technology, design, and data to create user-friendly services. Its platform includes a software application that helps users find doctors based on location and ratings. Oscar Health primarily serves individuals and families who do not receive health insurance from their employers.