Terry Burgess

Private Equity Investor at Wellington Management Co. LLP (Private Equity)

Finance

Consumer Services

Profile

Terry is the head of Investment Boutiques, which includes nearly 50 investment teams working across asset classes and around the world.
In this role, he strives to ensure that we attract, retain, and motivate excellent research and portfolio management professionals, supporting each investment team’s success and providing fiduciary oversight.
Terry also serves as one of the firm's three managing partners, who are collectively responsible for the governance of the Wellington Management partnership.
He is located in our Boston office.

Terry Burgess active positions

Companies	Position	Start
Wellington Management Co. LLP (Private Equity) Wellington Management Co. LLP (Private Equity) Investment ManagersFinance Wellington Management Co. LLP (Private Equity) (Wellington Management) is a private equity firm, a subsidiary of Wellington Management Co. LLP founded in 1933. The firm is headquartered in Boston, Massachusetts.	Private Equity Investor	2005-11-30

All active positions of Terry Burgess

Former positions of Terry Burgess

Companies	Position	End
Massachusetts Financial Services Co. Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).	Private Equity Investor	2005-10-31

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Training of Terry Burgess

Bates College	Undergraduate Degree
Boston College	Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies	2
Wellington Management Co. LLP (Private Equity) Wellington Management Co. LLP (Private Equity) Investment ManagersFinance Wellington Management Co. LLP (Private Equity) (Wellington Management) is a private equity firm, a subsidiary of Wellington Management Co. LLP founded in 1933. The firm is headquartered in Boston, Massachusetts.	Finance
Massachusetts Financial Services Co. Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).	Finance