Stephen A. Gorman, PhD, CFA

Senior Managing Director at Wellington Management, Portfolio Manager

Background

Stephen A. Gorman, PhD, CFA, is co-head of our multi-asset platform within the Investment Strategy Group. He serves as the head of multi-asset portfolio management. The team has two objectives: (1) to design multi-asset, multi-manager portfolios to meet a diverse set of client objectives, and (2) to manage these portfolios on an ongoing basis to help ensure consistency with these objectives. He works closely with the Multi-Asset Research and Strategy Team, helping to guide and to implement the active asset allocation process, and the Fundamental Factor Team, leveraging their manager research platform. He also partners with the Global Risk Analysis Team to supplement his team’s portfolio analytics and infrastructure. He serves as a member of the EAF Advisory Group and the Hedge Fund Review Group.

Prior to joining Wellington Management in 2008, Steve worked as chief investment officer and director of research at 2100 Capital Group (2004 – 2008). Before that, he held a variety of positions at Putnam Investments (1994 – 2003), including co-head of asset allocation and associate director of fundamental equity research. Before joining Putnam, he held financial analyst positions at Pell Rudman, Applied Economics, and Investment Dealers’ Digest.

Steve earned his MBA, with high distinction, from Dartmouth College (Tuck, 1994) and his BA in economics, magna cum laude, from the College of the Holy Cross (1989). He went on to earn a PhD in finance from EDHEC Business School with a focus on alternative risk premia. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Chicago Quantitative Alliance.