About Wellington
Wellington is a company based in Boston (United States). Diversified investment management services are provided to institutional clients. It operates on a B2B model. Wellington has completed 2 acquisitions, including Hartford Funds and HistoSonics. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Investment management operations are conducted by Wellington, a firm based in Boston, United States. Focus is placed on diversified strategies across asset classes including equities, fixed income, and alternatives. Services encompass portfolio construction, risk assessment, and advisory support for institutional investors. Global markets are accessed through a network of offices, with primary headquarters in the U.S. The firm operates within the financial services sector, emphasizing long-term value creation.
- Headquarters Boston, United States
- Website wellington.com
- Social LinkedIn X YouTube
- Investments & AcquisitionsHartford Funds
& 1 more
Apps and channels of Wellington
its YouTube channel Wellington Management has 44.8K subscribers and 30 videos.
Videos from Wellington
The most watched videos on Wellington's YouTube channel, Wellington Management (44.8K subscribers). Click a video to play it here.
More on Wellington Management.
People of Wellington
27 people are tracked at Wellington (9 in leadership, 18 in team).
| Name | Role | Group |
|---|---|---|
Cindy Marrs | Director, Global Financial Intermediaries Group | Leadership |
Danny Sharp | Director, Alternatives, Americas | Leadership |
Jean Hynes | CEO, Managing Partner & Portfolio Manager | Leadership |
Patrick Eastwood | Director, Client Integration & Administration | Leadership |
Terry Burgess | Head of Investment Boutiques | Leadership |
Jeno Szabo | Director, Client Group, Zurich | Leadership |
Nick Samouilhan | Co-Head of Multi-Asset Platform | Leadership |
Emeka Onukwugha | Head of Private Placements | Leadership |
Brian Doherty | Investment Director | Leadership |
Alyssa Irving | Fixed Income Portfolio Manager, Boston | Team |
Supriya Menon | Asset Allocation | Team |
Nanette Abuhoff Jacobson | Asset Allocation | Team |
Lynda Duna | Administrative Manager, Boston | Team |
I-hung Shih | Manager | Team |
Konstantin Leidman | Manager | Team |
Alan Hsu | Equity Portfolio Manager | Team |
Campe Goodman | Manager | Team |
Amar Reganti | Manager | Team |
Mark Sullivan | Manager | Team |
Yolanda Courtines | Manager | Team |
7 more people are available in the full profile.
Complete people profiles for Wellington
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
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Investments & Acquisitions by Wellington
Wellington has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Hartford Funds and HistoSonics.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Mutual funds and ETFs are managed for investment purposes. | hartfordfunds.com | Wayne, United States | 1996 | Jun 2026 | •••• | |
Tissue ablation is achieved through non-invasive ultrasound Histotripsy technology. | histosonics.com | Ann Arbor, United States | 2009 | Aug 2025 | $2.25B |
Complete acquisition details for Wellington
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
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Timeline of Wellington
2 dated milestones of Wellington across 1 years, from founding to its latest funding, stage changes and deals.
- Acquisition Acquires HistoSonics.
- Acquisition Acquires Hartford Funds.
Competitors of Wellington
Wellington has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Wellington
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Web traffic of Wellington
Websites that share an audience with Wellington (wellington.com).
Websites whose visitors overlap most with Wellington. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| perwyn.com | 100% | 11K | #2,113,499 | View details | |
| unigestion.com | 100% | 5.1K | #3,736,596 | View details | |
| silvercrestgroup.com | 99% | 15K | #1,495,220 | View details | |
| bluestone.co.uk | 98% | 20.5K | View details | ||
| universal-investment.com | 93% | 42.4K | #1,077,470 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Wellington
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- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
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Related news about Wellington
Complete news archive for Wellington
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- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
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Frequently Asked Questions about Wellington
Wellington is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Investment management operations are conducted by Wellington, a firm based in Boston, United States. Focus is placed on diversified strategies across asset classes including equities, fixed income, and alternatives. Services encompass portfolio construction, risk assessment, and advisory support for institutional investors. Global markets are accessed through a network of offices, with primary headquarters in the U.S. The firm operates within the financial services sector, emphasizing long-term value creation.
Wellington's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Wellington has made 2 acquisitions, including Hartford Funds, and HistoSonics.