Timothy D. Haney, CFA
Senior Managing Director at Wellington Management, Fixed-Income Portfolio Manager
Timothy D. Haney, CFA, Senior Managing Director and Fixed-Income Portfolio Manager, is the portfolio manager for the Hartford Municipal Opportunities Fund and the Hartford Municipal Real Return Fund. Tim leads the Municipal Bond Strategy Group and is responsible for the development of municipal bond strategies that are utilized in Municipal Bond and Crossover portfolios. He is a member of the Financial Reserves Management Team, which is responsible for managing US Broad Market portfolios for clients with customized risk and return objectives often related to accounting and/or regulatory constraints, such as insurance clients.
Prior to joining Wellington Management in 2005, Tim managed mutual funds at the Van Kampen Investments unit of Morgan Stanley (1995 – 2005). During that time, he served as a senior member of the Portfolio Strategy team, focusing on derivative instruments, quantitative analysis, and yield curve strategy. He also served on the Credit team, working closely with the firm’s analysts to coordinate credit research with portfolio strategy. Prior to becoming a portfolio manager, Tim served as a buyer for Van Kampen’s unit trust product line (1992 – 1995) and as a research analyst focusing on the high yield and corporate-backed sectors (1988 – 1992).
Tim earned his masters of management with a concentration in finance from Northwestern University (Kellogg, 1995) and his BS in business administration and BA in French from Washington University (1988). He is a member of the Investment Analysts Society and holds the Chartered Financial Analyst designation.
BS & BA, Washington University
MA, Northwestern University