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AdamHIllfelder

Adam H. Illfelder, CFA

Managing Director at Wellington Management, Equity Research Analyst Global Industry Analyst


Background

 

Adam H. Illfelder, CFA is an equity research analyst in Global Equity Portfolio Management on the Value Team. Adam conducts fundamental analysis on global equity investments, focusing on the health care, technology, and financials sectors. His research supports the investment decision making for a range of portfolios managed for clients of the firm. He works in our Radnor office.

Prior to joining Wellington Management in 2005, Adam worked as an equity analyst on the Mid Cap Growth team at Putnam Investments (2003 – 2005). Before that, he worked in their Global Equity Research department (1997 – 2003).

Adam earned his MBA from Northwestern University (Kellogg, 2001) and his BS in economics from the University of Pennsylvania (1997). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute. He is fluent in Spanish.

Funds Managed

Hartford Value HLS Fund

Experience

Professional experience since 1997

Wellington Management
2005-present

Putnam Investments
1997-2005

Education

BS, University of Pennsylvania (Wharton)
MBA, Northwestern University

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