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StephenGorman

Stephen A. Gorman, CFA

Senior Managing Director at Wellington Management, Director of Tactical Asset Allocation, Asset Allocation Strategies Group, and Portfolio Manager


Background

Stephen A. Gorman, CFA, Senior Managing Director and Director of Tactical Asset Allocation, Asset Allocation Strategies Group, and Portfolio Manager, is a portfolio manager for the Hartford Real Total Return Fund and is involved in portfolio management and securities analysis for the Hartford Alternative Strategies Fund. Steve is the director of the Tactical Team within the Asset Allocation Strategies Group and a portfolio manager focusing on Wellington Management’s Global Managed Risk and Multi-Asset Absolute Return portfolios.

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, including co-head of Asset Allocation with Putnam Investments (1994 - 2003). Before joining Putnam, Steve held financial analyst positions at Pell Rudman, Applied Economics, and Investment Dealers’ Digest.

Steve earned his MBA, high distinction, from Dartmouth College (Tuck, 1994) and his BA in economics, magna cum laude, from College of the Holy Cross (1989). He holds the Chartered Financial Analyst designation and is a member of the CFA Institute. Steve is a member of the Chicago Quantitative Alliance as well as the Research Review Team for the Research Foundation of CFA Institute. In addition, he has authored or co-authored a number of articles on asset allocation-related topics, including “Conditional Distribution in Portfolio Theory” (Financial Analysts Journal), “International Benchmarks: In Support of a 50% Hedge Ratio” (Journal of Investing), and “The International Equity Commitment” (Research Foundation of CFA Institute Monograph).

Experience

Professional experience since 1996

Wellington Management
2008-present

2100 Capital Group
2004-2008

Putnam Investments
1994-2003

Pell Rudman

Investment Dealers’ Digest

Pell Rudman

Education

BA, College of the Holy Cross
MBA, Dartmouth College

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