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Rebecca D. Sykes, CFA

Rebecca D. Sykes, CFA

Senior Managing Director at Wellington Management, Portfolio
Manager

 

Background

Rebecca D. Sykes, CFA, is a global industry analyst and portfolio manager at Wellington Management, specializing in pharmaceuticals. Her portfolio management responsibilities include a variety of health care investment vehicles, including a global health care hedge fund, an emerging markets health care fund, and several other long-only health care equity products.

Rebecca joined Wellington Management in 2007 from Goldman, Sachs & Co. where she was an analyst in the Health Care Investment Banking Group.

Rebecca earned both her BS and MBA from the Wharton School of the University of Pennsylvania. She holds the Chartered Financial Analyst designation and is a member of the CFA Institute.

Funds Managed

Hartford Healthcare Fund

Hartford Healthcare HLS Fund

Experience

Professional experience since 2005

Wellington Management
2007-present

Goldman, Sachs & Co.
2005-2007

Education

BS, University of Pennsylvania (Wharton)
MBA, University of Pennsylvania (Wharton)

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Hartford Funds
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On June 3, 2026, The Hartford Insurance Group, Inc. (“The Hartford”) and Wellington announced that they had reached a definitive agreement under which Wellington Investment Advisors Holdings, LLP, Wellington’s corporate parent, will acquire Hartford Funds. Upon closing Hartford Funds will be integrated into Wellington’s U.S. Wealth business. The deal is expected to close in the first quarter of 2027, subject to regulatory and fund approvals. Upon closing, Hartford Funds would become an affiliate of Wellington. For more information, click here.

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