Steve Gorman
Portfolio Manager-Equities at Wellington Management Co. LLP
Profile
Dr. Stephen A.
Gorman is a Partner & Head of Multi-Asset Portfolio Management at Wellington Management Co. LLP.
Within Global Multi-Asset Strategies, he focuses on risk-balanced, alternative beta and diversified growth approaches.
Dr. Gorman was previously employed as a Chief Investment Officer by 2100 Capital Group and a Principal by Putnam Investment Management LLC.
He received his undergraduate degree from the College of the Holy Cross (Massachusetts), an MBA from Tuck School of Business at Dartmouth and a doctorate degree from EDHEC Business School (United Kingdom).
Steve Gorman active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 2008-05-31 |
Former positions of Steve Gorman
| Companies | Position | End |
|---|---|---|
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. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Corporate Officer/Principal | - |
2100 Capital Group
 2100 Capital Group Investment ManagersFinance Founded in 2005, 2100 Capital Group is an investment advisor located in Boston. They are a subsidiary of Old Mutual Asset Management and their ultimate parent is Old Mutual PLC | Chief Investment Officer | 2008-08-29 |
Training of Steve Gorman
| College of the Holy Cross (Massachusetts) | Undergraduate Degree |
| Tuck School of Business at Dartmouth | Masters Business Admin |
| EDHEC Business School (United Kingdom) | Doctorate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
2100 Capital Group
2100 Capital Group Investment ManagersFinance Founded in 2005, 2100 Capital Group is an investment advisor located in Boston. They are a subsidiary of Old Mutual Asset Management and their ultimate parent is Old Mutual PLC | 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 |
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. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Finance |
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