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CoryPerry

Cory D. Perry, CFA

Managing Director at Wellington Management, Fixed-Income Portfolio Manager


Background

 

Cory D. Perry, CFA, is a fixed income portfolio manager on the Mortgage-Backed Securities (MBS) team. Cory specializes in identifying relative value opportunities within the structured finance sectors (e.g., RMBS, CMBS, ABS, and CLOs) as well as the structured sectors of the agency MBS market. Cory is a member of Wellington Management’s Structured Finance Strategy Group.

Prior to joining the MBS team as a portfolio manager, Cory was a structured finance credit analyst in the Fixed Income Credit Research Group at the firm. Before joining Wellington Management in 2007, he worked as a fixed income analyst at Income Research + Management (2004 – 2007). Prior to that, he held a variety of positions within Evergreen Investments (2004) and Fidelity Investments (1999 – 2004).

Cory earned his MBA from Boston College (2003) and his BA in economics from the University of Maine at Orono (1998). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute.

Experience

Professional experience since 1999

Wellington Management
2007-present

Income Research + Management
2004-2007

Evergreen Investments
2004

Fidelity Investments
1999-2004

Education

BA, University of Maine at Orono
MBA, Boston College

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