Background

Allison Mortensen, CFA, is a multi-asset portfolio manager for Hartford Funds. She helps develop new asset allocation products and manages the firm’s allocation funds: Conservative Allocation, Moderate Allocation, Growth Allocation, and the Checks and Balances Fund.

Allison joined the company in 2015. She has been in institutional asset management since 1994 and, prior to her current role, served as senior portfolio manager for Aberdeen Asset Management, Inc. Before that, Allison served as vice president, director of quantitative research at Morgan Stanley Investment Management (formerly Miller, Anderson & Sherrerd).

Allison is a Chartered Financial Analyst (CFA) charterholder. She 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.

Funds Managed

Hartford Checks and Balances Fund

Hartford Conservative Allocation Fund

Hartford Growth Allocation Fund

Hartford Moderate Allocation Fund

Experience

Professional experience since 1994

Hartford Funds
2015-present

Aberdeen Asset Management, Inc.
2004-2015

Morgan Stanley Investment Management
1994-2003

Education

BS, University of Richmond