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Allison Mortensen

Allison Mortensen, CFA

Head of Multi-Asset Solutions and Managing Director at Hartford Funds


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 & Balances Fund.

Allison joined the company in 2015. She has more than 21 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, 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.

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