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Joseph F. Marvan, CFA

Senior Managing Director at Wellington Management, Fixed-Income Portfolio Manager


 

Background

Joseph F. Marvan, CFA, Senior Managing Director and Fixed-Income Portfolio Manager, is a fixed-income portfolio manager and serves as chair of the US Broad Market Team. As chair, Joe is responsible for setting aggregate risk levels and investment strategy for several Wellington fixed-income strategies.

Prior to joining Wellington Management in 2003, Joe was a senior portfolio manager and head of US Fixed Income at State Street Global Advisors, working on a wide range of fixed income portfolios, including those concentrating on total return, mortgage-backed securities, non-dollar bonds, and investment grade credit (1996 – 2003). Prior to that, he worked at both The Boston Company and Shearson Lehman Brothers in Fixed Income Portfolio Management and Trading (1988 – 1996).

Joe earned his MBA, magna cum laude, from Babson College (Olin, 2001) and his BS in finance from Ithaca College (1987). In addition, Joe holds the Chartered Financial Analyst designation and is a member of the CFA Institute.

Experience

Professional experience since 1988

Wellington Management
2003-present

State Street Global Advisors
1996-2003

The Boston Company / Shearson Lehman Brothers
1988-1996

Education

BS, Ithaca College
MBA, Babson College

 

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