Gregg R. Thomas, CFA
Senior Managing Director at Wellington Management, Associate Director, Investment Startegy and Risk
Background
Gregg R. Thomas, CFA, Senior Managing Director and Director of Risk Management, is involved in overseeing the allocation of assets among the sleeves for the Hartford Capital Appreciation Fund, the Hartford Capital Appreciation HLS Fund, and the Hartford Global Capital Appreciation Fund. As director of Risk Management, Gregg conducts original research on portfolio and risk-management topics, leads various Wellington Management internal investment oversight processes, and analyzes key trends and investment risks across the equity, fixed-income, and asset- allocation product suites. In addition, he is a portfolio manager on certain multi-manager solutions offered by the firm, including Global Equities, Hedged Equities, and US Alpha strategies. Gregg is a member of a number of Wellington Management’s committees and oversight groups, including the Risk Management Committee, Fixed-Income Risk Advisory Council, Equity Risk Advisory Council, Multi-Asset Strategy Review Group, Counterparty Review Group (Vice Chair), New Product Working Group, and the Risk Leadership Group.
Previously, Gregg was an equity portfolio specialist and analyst at Wellington Management (2001 – 2006). Prior to rejoining the firm in 2001, Gregg worked as a quantitative business analyst at Zurich Scudder Investments (2001), a business analyst and data analyst in Wellington Management’s Information Services Group (1997 – 2001), and in various financial markets-related positions at IDD Information Services (1993 – 1997).
Gregg received his BS in finance, with high distinction, from the University of Rhode Island (1992). He holds the Chartered Financial Analyst designation.
Experience
Professional experience since 2004
Wellington Management
2001-present
Zurich Scudder Investments
2001
Wellington Management
1997-2001
IDD Information Services
1993-1997
Education
BS, University of Rhode Island
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