Michael is the lead portfolio manager of our dedicated private equity funds, which have closed on US$2.4 billion since 2014 to invest in late-stage growth investments. He also manages institutional portfolios in the Multi-Cap Growth styles, drawing on research provided by Wellington’s regional and global industry analysts and other global research resources within the firm. He has spent a large part of his career investing in diversified portfolios in the small- and mid-cap equity markets, and he authors papers on topics concerning investment trends in late-stage growth and small-cap equity portfolios. He is a member of the firm’s Incentive Compensation Committee and previously served as the first male Advisory Board member of the Wellington Women’s Network.
Prior to joining Wellington Management in 1999, Michael was an equity portfolio manager at Kobrick Funds (1997 – 1999), State Street Research and Management (1992 – 1996, 1997), and Montgomery Asset Management (1996). He began his career in the investment industry as a technology analyst with Sanford Bernstein (1988 – 1990) and later with Cigna Investments (1991 – 1992).
He received his MBA from New York University (Stern, 1991) and his BS in accounting from the State University of New York at Albany (1984). Additionally, he holds the Chartered Financial Analyst designation.