Adam H. Illfelder
Analyst-Equity chez Wellington Management Co. LLP
Profil
Mr. Adam H.
Illfelder, CFA MBA, is a Managing Director & Equity Portfolio Manager at Wellington Management Co. LLP.
He joined the firm in 2005 and is an Equity Research Analyst in Global Equity Portfolio Management on the Value Team.
He conducts fundamental analysis on global equity investments, focusing on the health care, technology, and financials sectors.
His research supports the investment decision making for a range of portfolios managed for clients of the firm and works in Radnor office.
Prior to joining Wellington Management, he worked as an Equity Analyst on the Mid Cap Growth team at Putnam Investments in 2003 up to 2005.
Before that, he worked in their Global Equity Research department in 1997 up to 2003.
He earned his MBA from Northwestern University, Kellogg in 2001 and his BS in economics from the University of Pennsylvania in 1997.
Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
Postes actifs de Adam H. Illfelder
Sociétés | Poste | Début |
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Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Analyst-Equity | 01/01/2005 |
Anciens postes connus de Adam H. Illfelder
Sociétés | Poste | Fin |
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Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Analyst-Equity | 30/04/2005 |
Formation de Adam H. Illfelder
University of Pennsylvania | Undergraduate Degree |
Northwestern University | Masters Business Admin |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Entreprise privées | 2 |
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Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Finance |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Finance |