Teams at Wellington Management

Generate alternatives and investment sales to financial advisors across wirehouses, independent/regional broker-dealers and wealth platforms. Market Wellington’s public and private strategies to new and existing clients, manage territory, prospect, present finals, conduct investment reviews, and build client relationships. Travel extensively across Northern California and the Pacific Northwest and participate in regional and national meetings.

Lead regional business development for institutional clients across the Western U.S., originating and converting new opportunities, building senior relationships, partnering across internal teams to align client objectives with Wellington's investment capabilities across public and private markets, and representing the firm through a consultative, content-led approach.