In 1928, Philadelphia-based accountant Walter L. Morgan established the first balanced mutual fund in the United States, the Wellington Fund.  Wellington Management Company was incorporated in 1933. In 1951, the firm hired John C. Bogle, who succeeded Morgan as chairman in 1970. In 1967, Wellington merged with Boston-based investment management firm Thorndike, Doran, Paine & Lewis. 
Jean Hynes is CEO for Wellington Management, one of the world’s largest independent investment management firms with over $1.4 trillion in assets, as of 31 December 2021. She is one of the...
We trace our roots back to when Walter Morgan, a Philadelphia-based accountant, established the first balanced mutual fund in the United States. Wellington Management Company was incorporated in 1933.
Wellington Management is a great place to have a long-term career. I am British, and before I joined the firm, I worked for large American companies in London and then ran an independent investment boutique in Chicago. Managing a territory for Wellington Management from our Chicago office is like the marriage of both environments.
Wellington Management is one of the world’s leading independent asset managers. Since our foundation in 1928, we have expanded from our headquarters in Boston to the main international and Asian financial centres, providing clients with local knowledge and global expertise. Learn more about our company USD 1 T+ Client assets under management (USD)
John C. Bogle began working for the Wellington Management Company in 1951. Through his years at the company, he held various positions before becoming an executive and eventually president....
Wellington Management, Inc. was born in the basement of CEO Steve Wellington’s St. Paul home in 1984. The company has grown from an entrepreneurial venture into a thriving team of committed professionals working in 24 Minnesota communities.
Engaging with Wellington Management Company. Krystal Berrini is a partner at PJT Camberview. This post is based on a PJT Camberview memorandum that features an interview with Carolina San Martin, Hillary Flynn and Chris Goolgasian, members of the ESG Research and Climate Research teams at Wellington Management Company.