• Products

    World Bond Fund Monthly Positioning & Outlook

    View Now >

  • Insights

    Human-Centric Investing Podcast

    Listen to Latest Episode >

  • Practice Management

    Applied Insights Team

    Learn More >

  • Resources

    Tax Center

    View Now >

  • About Us

    Human-Centric Investing

    Learn More >

Timothy D. Haney, CFA

Senior Managing Director at Wellington Management, Fixed-Income Portfolio Manager


 

Background

Timothy D. Haney, CFA, Senior Managing Director and Fixed-Income Portfolio Manager, is a portfolio manager for the Hartford Municipal Income Fund, the Hartford Municipal Opportunities Fund and the Hartford Municipal Short Duration Fund. Tim serves as Chair of the Financial Reserves Management (FRM) Strategy Team and is responsible for setting aggregate risk levels and investment strategy for the approaches managed by the FRM team. He is responsible for managing portfolios for clients with customized risk and return objectives often related to accounting and/or regulatory constraints, such as insurance clients, pensions and other financial institutions. Tim also chairs the Municipal Bond Strategy Team, which is responsible for the development of the taxable and tax-exempt municipal bond strategies employed in Municipal Bond and Crossover portfolios, and also applied broadly across Wellington’s fixed income mandates.

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.

Experience

Professional experience since 1988

Wellington Management
2005-present

Morgan Stanley
1995-2005

Van Kampen
1988-1995

Education

BS & BA, Washington University
MA, Northwestern University

 

222343

The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, or ETF summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA/SIPC. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc. Schroder Investment Management North America Ltd. serves as a secondary sub-adviser to certain funds. Hartford Funds refers to Hartford Funds Management Group, Inc. and its subsidiaries, including HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

© Copyright 2021 Hartford Funds Management Group, Inc. All Rights Reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value