• Products
  • Insights
  • Practice Management
  • Resources
  • About Us

Mark S. Goodman, CFA

Managing Director and Equity Research Analyst at Wellington Management, Portfolio Manager



Mark S. Goodman, CFA is an equity research analyst on the Opportunistic Value Team. Mark conducts fundamental analysis on global equity investments, focusing on the consumer discretionary and staples sectors. His research supports the investment decision making for a range of portfolios managed for clients of the firm. He works in our Radnor office.

Prior to joining the firm in 2019, Mark was a senior analyst at Chartwell Investment Partners (2007 - 2019), where he was a small ­and mid-cap value analyst covering primarily consumer, technology, and health care sectors. Before that, he worked as an equity analyst at Endowment Capital Group (2003 - 2007). He also served as an analyst with Merrill Lynch Investment Managers (2000 -2003).

Mark earned his BS in systems engineering with a minor in economics from the University of Virginia (2000). Additionally, he holds the Chartered Financial Analyst designation (2005) and is a member of the CFA Institute and the CFA Society of Philadelphia.


Professional experience since 2000

Wellington Management

Chartwell Investment Partners

Endowment Capital Group

Merrill Lynch Investment Managers


BS, University of Virginia


The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, or ETF summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA|SIPC. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc (SIMNA). Schroder Investment Management North America Ltd. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. are all SEC registered investment advisers. Hartford Funds refers to HFD, Lattice, and HFMC, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

© Copyright 2024 Hartford Funds Management Group, Inc. All Rights Reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value