Steve Mortimer
Analyst-Equity at Wellington Management Co. LLP
Profile
Mr. Stephen C.
Mortimer is a Senior Managing Director & Equity Portfolio Manager at Wellington Management Co. LLP.
He joined the firm in 2001 and his primary responsibility is managing equity multi-cap and mid-cap growth portfolios.
He draws on research provided by the firm’s regional and global industry analysts as well as his own fundamental analysis.
Mr. Mortimer also utilizes his expertise in consumer and technology stocks to support other portfolios managed by the Growth Opportunities Team.
Prior to joining the firm, Mr. Mortimer previously worked at Vinik Asset Management in Boston, where he was an Equity Analyst responsible for the software and retail sectors from 1998 up to 2000).
Prior to that, he worked as a Research Analyst at Colonial Management from 1997 up to 1998) and at Standish, Ayer, and Wood in 1996.
He received his MBA from the University of Rochester, Simon in 1997 and also received his BA, cum laude, in Economics from the University of Rochester in 1995.
Steve Mortimer 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. | Analyst-Equity | 2000-12-31 |
Former positions of Steve Mortimer
| Companies | Position | End |
|---|---|---|
Vinik Asset Management LP
 Vinik Asset Management LP Investment ManagersFinance Founded by Jeffrey Vinik in 1996, Vinik Asset Management LP is a hedge fund manager located Tampa, Florida. The firm manages a pool of money for the firm's principals and their families. | Analyst-Equity | 2000-12-30 |
Colonial Management LLC
 Colonial Management LLC Real Estate DevelopmentFinance Colonial Management LLC operates a full service commercial property management. The company was founded January 19, 2007 and is headquartered in Madison, WI. | Corporate Officer/Principal | 1997-12-30 |
Standish Mellon Asset Management Co. LLC
 Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm traces its roots to 1933, when its predecessor firm, Standish, Ayer & Wood, Inc., began managing fixed income portfolios for US financial institutions, banks and insurance companies. Standish is a subsidiary of BNY Mellon Asset Management North America Corp., which is wholly-owned by The Bank of New York Mellon Corp. (NYSE: BK). Standish provides both discretionary and non-discretionary investment advisory services to institutional, retail, individual and high net-worth investors in the form of separate accounts, registered mutual funds, and pooled investment vehicles, and to other investment advisors through sub-advisory agreements. | Corporate Officer/Principal | 1996-12-30 |
Training of Steve Mortimer
| Rochester Christian University | Undergraduate Degree |
| University of Rochester Simon Business School | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
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 |
Standish Mellon Asset Management Co. LLC
Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm traces its roots to 1933, when its predecessor firm, Standish, Ayer & Wood, Inc., began managing fixed income portfolios for US financial institutions, banks and insurance companies. Standish is a subsidiary of BNY Mellon Asset Management North America Corp., which is wholly-owned by The Bank of New York Mellon Corp. (NYSE: BK). Standish provides both discretionary and non-discretionary investment advisory services to institutional, retail, individual and high net-worth investors in the form of separate accounts, registered mutual funds, and pooled investment vehicles, and to other investment advisors through sub-advisory agreements. | Finance |
Vinik Asset Management LP
Vinik Asset Management LP Investment ManagersFinance Founded by Jeffrey Vinik in 1996, Vinik Asset Management LP is a hedge fund manager located Tampa, Florida. The firm manages a pool of money for the firm's principals and their families. | Finance |
Colonial Management LLC
Colonial Management LLC Real Estate DevelopmentFinance Colonial Management LLC operates a full service commercial property management. The company was founded January 19, 2007 and is headquartered in Madison, WI. | Finance |
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