Allison Mortensen, CFA
Head of Multi-Asset Solutions and Managing Director at Hartford Funds
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: Hartford Conservative Allocation Fund, Hartford Moderate Allocation Fund, Hartford Growth Allocation Fund, and the Hartford 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.
Professional experience since 1994
Aberdeen Asset Management, Inc.
Morgan Stanley Investment Management
BS, University of Richmond