Karen H. Grimes, CFA
Senior Managing Director at Wellington Management, Equity Portfolio Manager
Karen H. Grimes, CFA, Senior Managing Director and Equity Portfolio Manager, is a portfolio manager for the Hartford Balanced HLS Fund and the Hartford Value HLS Fund, and is involved in portfolio management and securities analysis for the Hartford Equity Income Fund and the equity portion of the Hartford Balanced Income Fund. Karen is the lead equity portfolio manager for the firm’s Value approach. This strategy employs a fundamental and contrarian investment philosophy.
Prior to joining Wellington Management in 1995, Karen held the position of director of research/equity analyst with the Wilmington Trust Company (1988 – 1995). Karen also held portfolio manager and equity analyst positions at First Atlanta Corporation (1983 – 1986) and at Butcher and Singer in Philadelphia (1986 – 1988).
Karen received her BS with a major in finance, magna cum laude, from Georgia State University (1982). She holds the Chartered Financial Analyst designation and is a member of the Financial Analysts Society of Philadelphia.
Professional experience since 1983
Wilmington Trust Company
Butcher and Singer
First Atlanta Corporation
BA, Georgia State University