Profile
Mr. David A. Siegle, CFA, is a Managing Director & Equity Portfolio Manager at Wellington Management Co. LLP.
He is an equity portfolio manager on the Disciplined Equity Team.
He conducts fundamental analysis on US equity investments, focusing on the health care, information technology, and industrials sectors.
His research supports the investment decision making for a range of portfolios managed for clients of the firm.
Prior to joining the Disciplined Equity Team in 2008, Mr. Siegle worked as an Equity Research Analyst on the Global and International Growth Team.
Before that, he worked as an Analyst in the Quantitative Investment Group and as a Client Service Analyst in the Global Relationship Management Group.
He earned his BA in history from Amherst College (2001).
Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA institute and the Boston Security Analysts Society.
David A. Siegle active positions
| Companies | Position | Start |
|---|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Portfolio Manager-Equities | 2007-12-31 |
Training of David A. Siegle
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Linked companies
| Private companies | 2 |
|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Finance |
Amherst College
Amherst College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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