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Allison Mortensen, CFA
Head of Multi-Asset Solutions and Managing Director at Hartford Funds
Allison Mortensen, CFA, Head of Multi-Asset Solutions and Managing Director, is a Multi-Asset Portfolio Manager for Hartford Funds. She is responsible for the investment strategy and portfolio construction of the firm’s asset allocation products including, Hartford Funds’ series of Allocation mutual funds, 529 College Savings plans and Model Portfolios. She leads the Multi-Asset Team and has extensive experience in quantitative research, investment risk and manager due diligence.
Allison joined the company in 2015. She has 27 years of institutional asset management experience, most recently as a senior portfolio manager for Aberdeen Asset Management, Inc. Before that, Allison served as vice president, quantitative research at Morgan Stanley Investment Management.
Allison graduated magna cum laude from the University of Richmond where she received a bachelor of science degree in finance with a minor in computer science. In addition, she holds the Chartered Financial Analyst (CFA) designation.
Hartford Checks and Balances Fund
Hartford Conservative Allocation Fund
Hartford Growth Allocation Fund
Hartford Moderate Allocation Fund
Professional experience since 1994
Aberdeen Asset Management, Inc.
Morgan Stanley Investment Management
BS, University of Richmond
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