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.

Michael Carmen

Senior Managing Director, Partner, Private Equity Lead Portfolio Manager and Equity Portfolio Mgr

Adam Fraser

Managing Director

Kelly McDonnell

Vice President

Joshua Sommerfeld

Private Equity Principal

Past deals in Wealth Management

Perella Weinberg

Post in 2021
Perella Weinberg Partners is a privately owned investment management and financial services firm established in 2006 and headquartered in New York City. The firm operates primarily through two business units: corporate advisory and asset management. It provides corporate advisory services to various sectors, including consumer, retail, energy, financial services, healthcare, industrials, technology, media, and telecommunications, assisting clients with mergers, acquisitions, restructuring, and capital raising. In its asset management division, Perella Weinberg manages investment vehicles for institutional investors, including charitable organizations and pooled investment vehicles. The firm offers a diverse range of investment strategies, including equity, fixed income, multi-asset portfolios, hedge funds, and mutual funds, while investing globally in public equity, fixed income markets, distressed securities, private investments, and real estate. The firm employs fundamental analysis and in-house research to inform its investment decisions. It maintains additional offices in various locations, including Denver, Abu Dhabi, Dubai, London, and San Francisco.
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