Private equity

We pursue capital appreciation through direct investments in private companies seeking capital to accelerate growth. As a private partnership, we are long-term investors focused on the future.

Average core investment team experience*

20+ years

AUM**

USD 3.4 B

Diversified investments**

70+
Average core investment team experience*
AUM**
Diversified investments**
20+ years
USD 3.4 B
70+
All investing involves risk, meaning the value of an investment may become worth more or less than at the time of the original investment.
EXPERTISE
EXPERIENCE
MARKET OPPORTUNITY
Brij Khurana
Brij Khurana
Portfolio Manager

Brij has specialist experience in managing core, credit and unconstrained fixed income portfolios, and has a focus on tactical trades within the opportunistic Fixed Income team. His earlier experience included trading structured products.

Paul Skinner
Paul Skinner
Investment Director

As an investment director in Fixed Income Product Management, Paul works closely with fixed income investors to help ensure the integrity of their investment approaches. Paul also meets with clients, prospects, and consultants to communicate our investment philosophy, strategy, positioning, and performance. He is based in our London office.

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Consumer​

Digital technology is changing the way consumer products are marketed and sold, paving the way for the next generation of consumer brands and technologies.

Technology

Data analytics, social features and cloud technologies are transforming companies’ abilities to meet customer needs by potentially reducing costs and expanding reach. We believe the future is data-rich, online, on-demand, and mobile.

Health care

Advancements in drug discovery, applied science, and health care services are improving patient outcomes. Innovation in health care is changing lives.

Financial services

We believe developments in digital banking are changing the face of finance. Banking services, lending and payments are driving global growth and collaboration.

Biotechnology

Significant scientific advances have unearthed fundamental pathways of disease and potential strategies for interdiction. Drug pipelines are ripe with exciting new products on the horizon. Supported by structural and regulatory tailwinds, we believe we are in the midst of a potentially unprecedented period of drug discovery.

Nicholas Adams

Nicholas Adams

Senior Managing Director, Private Equity Sector Lead – Financial Services
Radnor, PA

Industry
experience


36 Years

With
Wellington


35 Years

Michael Carmen

Michael Carmen,CFA

Senior Managing Director, Portfolio Manager – Diversified
Boston, MA

Industry
experience


31 Years

With
Wellington


20 Years

Bob Deresiewicz, MD

Senior Managing Director, Portfolio Manager – Biotechnology
Boston, MA

Industry
experience

34 Years

With
Wellington


19 Years

Ann Gallo

Senior Managing Director, Private Equity Sector Lead – Health care
Boston, MA

Industry
experience


30 Years

With
Wellington


21 Years

Cara Hubbard

Cara Hubbard

Managing Director - Investment Director
Boston, MA

Industry
experience


18 Years

With
Wellington


3 Years

Matt Lipton, CFA

Matt Lipton, CFA

Managing Director – Financial Services
Radnor, PA

Industry
experience


14 Years

With
Wellington


3 Years

Irina Margine

Irina Margine, PhD

Vice President – Biotechnology
Boston, MA

Industry
experience


5 years

With
Wellington


< 1 year

AJ McGuire, CMT

AJ McGuire, CMT

Vice President – Investment Director
Boston, MA

Industry
experience

18 Years

With
Wellington


1 Year

Shanna O'Reilly

Shanna O'Reilly

Senior Managing Director – Co-head, Private Investments
Boston, MA

Industry
experience


20 Years

With
Wellington


15 Years

Yash Patodia

Yash Patodia

Managing Director – Consumer and Technology
Singapore

Industry
experience


12 Years

With
Wellington


5 Years

Wen Shi, PhD, CFA

Wen Shi, PhD, CFA

Managing Director – Biotechnology
Boston, MA

Industry
experience


12 Years

With
Wellington


4 Years

I-Hung Shih, PhD

I-Hung Shih, PhD

Vice President - Biotechnology
Boston, MA

Industry
experience


14 Years

With
Wellington


1 Year

Yash Patodia

Josh Sommerfeld

Vice President – Health Care
Boston, MA

Industry
experience


12 Years

With
Wellington


<1 Year

Matthew Witheiler

Matthew Witheiler

Managing Director, Private Equity Sector Lead – Consumer and Technology
New York, NY

Industry
experience


14 Years

With
Wellington


3 Years

No data was found

EXPLORE MORE OF WELLINGTON'S CAPABILITIES IN ALTERNATIVES

ABSOLUTE RETURN
FIXED INCOME

Fixed income and currency approaches with an absolute return style.

HEDGED EQUITY

Regional and thematic long/short listed equity approaches.

MULTI-ASSET

Investments across asset classes with an absolute return approach.

REAL ASSET​

Approaches that invest in physical assets, including commodities.

* Reflects general investment industry experience.
**As of 30 April 2020. This reflects the committed capital of, and investments made by, our late-stage, dedicated private equity growth funds, which are closed to additional commitments.

Private equity investing is speculative, involves a high degree of risk, can be highly volatile and an investor can lose all or a substantial amount of their investment.   Investment capabilities described on this website are not suitable for all investors. If an investor is in any doubt as to the suitability of an investment in an investment, an investor should consult an independent financial advisor.

The purpose of this Site is for information purposes only and is limited to providing you with general information on our capabilities and philosophy and is not specific to any fund. The information on this website does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell or otherwise transact in any security including, but not limited to, shares in funds.

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