Elizabeth Kleinerman
Portfolio Manager-Fixed Income bei Wellington Management Co. LLP
Profil
Ms. Elizabeth J.
Kleinerman, CFA, is a Managing Director & Fixed Income Portfolio Manager at Wellington Management Co. LLP.
She manages multisector and crossover portfolios for Wellington Management with customized risk and return objectives often related to accounting and regulatory constraints, such as insurance clients.
Ms. Kleinerman joined Wellington Management in 2001 as a client service analyst for the Insurance Team.
In 2004, she joined the Fixed Income Team as a portfolio analyst supporting Municipal Bond and Crossover mandates.
In 2007, she transitioned to the Core Bond Team, where she helped manage the investment-grade credit allocation and credit selection for insurance and long-duration portfolios.
She received her undergraduate degree from Dartmouth College.
Additionally, she holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston, In
Aktive Positionen von Elizabeth Kleinerman
Unternehmen | Position | Beginn |
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Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Portfolio Manager-Fixed Income | 01.01.2007 |
Ausbildung von Elizabeth Kleinerman
Dartmouth College | Undergraduate Degree |
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Private Unternehmen | 1 |
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Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Finance |