Wellington Management

Extracted Attributes

• CEO

  Jean Hynes

• Founded

  1933-01-01

• Founder

  Walter L. Morgan

• Industry

  Investment Management

• Company Type

  Privately Held

• Headquarters

  Boston, Massachusetts, United States

• Assets Under Management (AUM)

  Over US$1.3 trillion

Timeline

• Founder Walter L. Morgan establishes the Wellington Fund, the first balanced mutual fund in the United States. (Source: Wikipedia)

  1928-01-01

• Wellington Management Company is formally incorporated in Philadelphia, Pennsylvania. (Source: Wikipedia)

  1933-01-01

• Jean Hynes is ranked as one of the top 20 female portfolio managers in the US by Citywire, and the firm is ranked #1 in brand awareness by eVestment. (Source: Wikipedia)

  2016-01-01

• Shawna Ferguson wins the Individual Diversity Champion of the Year Award, and private equity investor Matt Witheiler is named to the Midas Brink List. (Source: Wikipedia)

  2018-01-01

• Wellington serves as an investment advisor to over 2,200 institutions in over 60 countries. (Source: Wikipedia)

  2020-06-30

• Wellington's assets under management reach approximately US$1.4 trillion with 1,922 employees. (Source: Wikipedia)

  2022-12-31

• Wellington Management is awarded 'Insurance Asset Manager of the Year' by Insurance Investor. (Source: Web Search Results)

  2024-12-05

Wellington Management Company

Wellington Management Company is an American private, independent investment management firm with client assets under management totaling over US$1 trillion based in Boston, Massachusetts, United States. The firm serves as an investment advisor to over 2,200 institutions in over 60 countries, as of 30 June 2020. Its clients include central banks and sovereign institutions, pension funds, endowments and foundations, family offices, fund sponsors, insurance companies, financial intermediaries, and wealth managers.

Web Search Results

• Wellington Management | LinkedIn

  For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform. Critically, we know that the best investment ideas are found when a diverse workforce is encouraged to bring forward unique perspectives. Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,400 clients in more than 60 countries. We manage more than US$1 trillion for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients. We offer comprehensive investment management capabilities that span nearly all segments of the global capital markets, including global equity, fixed income, currency, [...] markets, including global equity, fixed income, currency, commodity, alternatives, and private markets. Leveraging more than 900 investment professionals located in offices around the world, we combine independent insights across asset classes, skill sets, and investment disciplines to uncover ideas for our clients, because we believe collaboration is a rare, repeatable competitive edge. This independent structure and collegial culture are two of the main reasons investment professionals join Wellington Management — and stay for their entire careers. For current open opportunities, please visit www.wellington.com/joinus We are an equal opportunity employer and are committed to having a diverse workforce. Please visit to learn more about our firm. Important disclosure: Wellington will [...] Website External link for Wellington Management Industry Investment Management Company size 1,001-5,000 employees Headquarters Boston, Massachusetts Type Privately Held Founded 1933 Specialties Investment Management, Insurance Asset Management, Defined Contribution Investments, Financial Reserves Management, ESG Integration, Liability-Driven Investing, Multi-Manager Solutions, Family Office Investing, and Sustainable Investing ## Locations Primary 280 Congress Street Boston, Massachusetts 02210, US Get directions 80 Victoria Street London, SW1E 5JL UK, GB Get directions Level 30, 180 George Street Sydney, NSW 2000, AU Get directions 17F, Two International Finance Centre 8 Finance Street

• Wellington Management Company - Wikipedia

  Wellington Management CompanyImage 4 Image 5 Headquarters at Atlantic Wharf Company typePrivate IndustryInvestment management Founded 1933; 93 years ago(1933) in Philadelphia, Pennsylvania, US FounderWalter L. Morgan HeadquartersAtlantic Wharf, Boston , USA Key people Jean Hynes (CEO) ProductsInvestment management Mutual funds AUMImage 6: IncreaseUS$1.4 trillion "Trillion (short scale)") (2022) Number of employees 1,922 (2022) Websitewww.wellington.com Footnotes/ references ( Wellington Management Company is an American private, independent investment management firm with client assets under management totaling over US$1 trillion based in Boston, Massachusetts, United States. [...] In 2018, Wellington's Global Director of Diversity and Inclusion, Shawna Ferguson, won the Northeast Human Resources Association Individual Diversity Champion of the Year Award.( The firm's Private Equity Investor, Matt Witheiler, was also named to the 2018 Midas Brink List.( Wellington ranked #9 in Institutional Investor's 2017 annual ranking of AUM of top money managers headquartered in the US.( In 2016 it ranked #1 asset manager by brand awareness scores by eVestment survey.( Also in 2016, Citywire ranked Jean Hynes one of the top 20 female portfolio managers in the United States.( In 2013 and 2014 Wellington's Retirement and Pension plan was named one of the best 401K plans by BrightScope.( Wellington Management was named one of the leading Pan-European fund management firms in the [...] The firm serves as an investment advisor to over 2,200 institutions( in over 60 countries, as of 30 June 2020.( Its clients include central banks and sovereign institutions, pension funds, endowments and foundations, family offices, fund sponsors, insurance companies, financial intermediaries, and wealth managers.( ## History [edit] In 1928, Philadelphia-based accountant Walter L. Morgan established the first balanced mutual fund in the United States, the Wellington Fund.( Wellington Management Company was incorporated in 1933.

• Institutional | Wellington US Institutional

  268445_illustration-angles-newsletter_v6 # Outlook 2026 Outlook 2026 2026 Investment Outlook Main final ## Why Wellington Wellington Management is one of the world’s leading independent asset managers. Since our foundation in 1928, we have expanded from our headquarters in Boston to the main international and Asian financial centers, providing clients with local knowledge and global expertise. USD 1.3 T+ Client assets under management (USD) 3,000+ 800+ Investment professionals 60+ In the pursuit of investment excellence, we’ve chosen to do things a little differently, including the way we structure our ownership model, organization, and investment platform. Independence & scale [...] While Wellington did not pay to be considered for the award, compensation was provided for costs associated with attending the award ceremony and publicizing our win. Winners were selected by a panel of judges reviewing written submissions. The judges were invited by Insurance Investor and more about the judging criteria and process can be found here. This award was presented on December 5, 2024, the finalists were announced on September 27, 2024, and a submission was made in May 2024, which was judged based on written responses about Wellington’s partnerships with insurance companies. Wellington Management was the only winner in the Insurance Asset Manager of the Year ($100 billion+ in insurance AUM) category. The award may not be representative of any one client’s experience. The award [...] Wellington Management wins “Insurance Asset Manager of the Year” award as part of Insurance Investor's 2024 North American Awards program Wellington Management is very honored to have been named “Insurance Asset Manager of the Year” ($100 billion+ in Insurance AUM category) by Insurance Investor as part of their 2024 North American Awards program.

• Wellington Management: Wellington Homepage

  Wellington Management is very honored to have been named “Insurance Asset Manager of the Year” ($100 billion+ in Insurance AUM category) by _Insurance Investor_ as part of their 2024 North American Awards program. [...] While Wellington did not pay to be considered for the award, compensation was provided for costs associated with attending the award ceremony and publicizing our win. Winners were selected by a panel of judges reviewing written submissions. The judges were invited by _Insurance Investor_ and more about the judging criteria and process can be found here.This award was presented on December 5, 2024, the finalists were announced on September 27, 2024, and a submission was made in May 2024, which was judged based on written responses about Wellington’s partnerships with insurance companies.Wellington Management was the only winner in the Insurance Asset Manager of the Year ($100 billion+ in insurance AUM) category. The award may not be representative of any one client’s experience. The award [...] YouTube _youtube_ © Copyright 2026 Wellington Management Company LLP. All rights reserved. WELLINGTON MANAGEMENT ® is a registered service mark of Wellington Group Holdings LLP. For institutional or professional investors only. View More ## Enjoying this content? Get similar insights delivered straight to your inbox. Simply choose what you’re interested in and we’ll bring you our best research and market perspectives. View More Sign up_mail\_outline_ highlight_off Thank you for joining our email preference center. You’ll soon receive an email with a link to access and update your preferences. Close Sorry, not interested View More

• About us | Wellington Management

  Contact us #### legal Information #### follow us © Copyright 2026 Wellington Management Company LLP. All rights reserved. WELLINGTON MANAGEMENT ® is a registered service mark of Wellington Group Holdings LLP. For institutional or professional investors only. ## Enjoying this content? Enjoying this content? Get similar insights delivered straight to your inbox. Simply choose what you’re interested in and we’ll bring you our best research and market perspectives. Thank you for joining our email preference center. You’ll soon receive an email with a link to access and update your preferences. Sorry, not interested [...] ## We’re different by design We’re different by design As one of the world’s largest privately held asset managers, we are free to take the long view, innovate, and invest when others pull back. Since 1928, we’ve been exploring new ideas and challenging each other’s thinking — because we believe unique perspectives lead to better investment decisions for our clients and their beneficiaries. At Wellington, our research-driven approach and long-term thinking are at the heart of our investment solutions, which span all major asset classes. ## Wellington at a glance Wellington at a glance USD 1.3 T Client assets managed 800+ Investment professionals 3,000+ Clients 60+ Client locations by country/region [...] esg-small Effective operational stewards We actively take steps to reduce our operational impacts as well as engage employees in our environmental sustainability efforts. web-chart-small Thriving communities Wellington's foundations\ support organizations that are improving educational opportunities for youth in traditionally underserved communities. \The Wellington Management Foundation and Wellington Management UK Foundation are both independent corporate foundations, supported by Wellington. Location pin Office Locations contact-us-pen Contact us #### legal Information #### follow us