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Steve Gorman
Gestionnaire de Portefeuille-Actions chez
Wellington Management Co. LLP
Profil
Dr. Stephen A. Gorman is a Multi-Asset Portfolio Manager at Wellington Management Co. LLP.
He is also the Head of the Multi-Asset Portfolio Management team.
He designs and manages multi-asset and multi-manager portfolios to meet a diverse set of client objectives.
He works closely with the Multi-Asset Research and Strategy team, helping to guide and to implement the tactical asset allocation process, and the Fundamental Factor team, leveraging their manager research platform.
Dr. Gorman 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, Dr. Gorman 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.
Dr. Gorman 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.
Postes actifs de Steve Gorman
| Sociétés | Poste | Début |
|---|---|---|
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Gestionnaire de Portefeuille-Actions | 01/06/2008 |
Anciens postes connus de Steve Gorman
| Sociétés | Poste | Fin |
|---|---|---|
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. | Corporate Officer/Principal | - |
2100 Capital Group
 2100 Capital Group Investment ManagersFinance 2100 Capital provides investment management capabilities to the institutional and retail marketplace. The firm employs both quantitative and fundamental approaches to capital markets. They focus on stock, bond, currency and commodity markets globally. 2100 Capital's strategies also include quantitative long/short equity, managed futures and macro | Directeur en chef des Investissements | 30/08/2008 |
Formation de Steve Gorman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
79
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Finance |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. | Finance |
College of the Holy Cross (Massachusetts)
 College of the Holy Cross (Massachusetts) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
2100 Capital Group
2100 Capital Group Investment ManagersFinance 2100 Capital provides investment management capabilities to the institutional and retail marketplace. The firm employs both quantitative and fundamental approaches to capital markets. They focus on stock, bond, currency and commodity markets globally. 2100 Capital's strategies also include quantitative long/short equity, managed futures and macro | Finance |
Tuck School of Business at Dartmouth
 Tuck School of Business at Dartmouth Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
EDHEC Business School (United Kingdom)
 EDHEC Business School (United Kingdom) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
