Director of Alternatives, Wellington Management
As a director of Alternatives, Helen helps lead our alternatives effort in the Americas by engaging with clients, consultants, and prospects on a variety of alternative-related topics. In addition, she is responsible for developing and enhancing the firm’s working relationships with alternatives-focused investment consulting firms. She also serves as chair of the firm’s Sponsored Funds Oversight Committee and as a director on several Wellington fund boards.
Helen was previously the business manager for Wellington Management Funds Global (WMF Global), the group responsible for the development and operation of the firm's non-US mutual fund businesses. Prior to joining Wellington Management, she held roles at Fidelity Investments, iPhrase Technologies, and McKinsey & Company.
Helen received her MBA from Harvard Business School, and her BA in politics, philosophy, and economics, with First Class Honours, from Oxford University. She holds the Chartered Alternative Investment Analyst (CAIA) and Chartered Financial Analyst (CFA) designations and is a member of the CAIA Association, the CFA Institute, and the CFA Society Boston.