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JamesMordy

James N. Mordy

Senior Managing Director at Wellington Management, Equity Portfolio Manager


Background

James N. Mordy, Senior Managing Director and Equity Portfolio Manager, is the portfolio manager for the Hartford MidCap Value Fund and is involved in portfolio management and securities analysis for the Hartford Value Opportunities Fund. Jim is an equity portfolio manager on the Opportunistic/Mid Cap Value Team, which searches for value-oriented, low P/E securities. He manages portfolios for a number of institutional, mutual fund, and public fund clients. Previously, Jim was an analyst on the team covering a range of industries, and today he provides research to the team for a select number of technology companies. In addition, he serves the firm as managing director of Wellington Management's Radnor office.

Prior to joining Wellington Management in 1985, Jim worked in the Marine Transportation Division of Utah International, where he arranged bulk transportation for iron ore, coal, and other minerals (1980 – 1983).

Jim earned his MBA from the University of Pennsylvania (Wharton, 1985) and his BA in economics from Stanford University (1980).

Experience

Professional experience since 1980

Wellington Management
1985-present

Utah International
1980-1983

Education

BA, Stanford University
MBA, University of Pennsylvania

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