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Philip W. Ruedi, CFA

Senior Managing Director at Wellington Management, Equity Portfolio Manager


 

Background

Philip W. Ruedi, CFA, Senior Managing Director and Equity Portfolio Manager, is portfolio manager for the Hartford MidCap Fund. Phil 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, Phil was an equity research analyst at T. Rowe Price, covering a variety of industries, including waste management, staffing, IT services, food and drug retailing, parcel delivery, and other business and consumer services (1998 – 2004). While at T. Rowe Price, Phil was a member of the Investment Advisory Committee and was chosen to Institutional Investor magazine’s “Best of the Buyside” in 2002. Before that, he was an analyst in John Nuveen’s Health Care Mergers and Acquisitions Group (1993 – 1997).


Phil received his MBA with a concentration in finance, with high honors, from the University of Chicago (1998) and his BBA in finance and accounting, with high distinction, from the University of Michigan (1993). He also holds the Chartered Financial Analyst designation..

Experience

Professional experience since 1993

Wellington Management
2004-present

T. Rowe Price
1998-2004

John Nuveen’s Health Care Mergers and Acquisitions Group
1993-1997

Education

BBA, University of Michigan

MBA, University of Chicago

 

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