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Mark A. Whitaker, CFA

Senior Managing Director at Wellington Management, Equity Portfolio Manager


 

Background

Mark A. Whitaker, CFA, Senior Managing Director and Equity Portfolio Manager, is involved in portfolio management for the Hartford MidCap 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.

Experience

Professional experience since 1999

Wellington Management
2004-present

Morgan Stanley
2000-2002

Ernst & Young
1999-2000

Education

BS, University of Kansas, Lawrence
MBA, Stanford University

 

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