Timothy J. Casaletto, CFA

Managing Director at Wellington Management, Portfolio Manager

Background

Tim Casaletto, is an equity portfolio manager on the Dividend Growth Team. Tim manages assets on behalf of our clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts.

Prior to managing diversified equity portfolios, Tim was a Global Industry Analyst, specializing in the utility sector. In this role, he conducted fundamental analysis on the companies within his industry, managed client portfolios, and made investment recommendations to other portfolio managers at Wellington.

Tim joined the firm as a member of Wellington Management’s research associate program, whose participants, through a series of rotational assignments, assist analysts and portfolio managers in conducting research and implementing their investment process. Prior to joining Wellington Management in 2014, he worked as a real estate analyst at UC Funds (2012 – 2014). Before that, he was an analyst with Wainwright Investment Counsel (2010 – 2012).

Tim earned his BS in finance accounting, summa cum laude, from the University of Massachusetts Lowell (2011). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.