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Mark A. Whitaker, CFA

Senior Managing Director at Wellington Management, Equity Portfolio Manager


Mark A. Whitaker, CFA, Senior Managing Director and Equity Portfolio Manager, is involved in portfolio management for the Hartford MidCap Fund and Hartford MidCap HLS Fund. Mark is an equity portfolio manager on Wellington Management’s Mid Cap Opportunities Team, which manages accounts for a globally diverse group of individual, institutional, and mutual fund clients.

Prior to joining the firm in 2004, Mark was an equity research analyst at Morgan Stanley, covering packaging and containers and electrical equipment (2000 – 2002). Prior to this, Mark was a cash management consultant at Ernst & Young (1999 – 2000).     

Mark received his MBA from Stanford University (2004) and his BS in business administration from the University of Kansas, Lawrence (1999). He holds the Chartered Financial Analyst designation.


Professional experience since 1999

Wellington Management

Morgan Stanley

Ernst & Young


BS, University of Kansas, Lawrence
MBA, Stanford University