-
Molly Conway
, CFA
- Business Development Manager
- United States
United States, Intermediary
Change
Delivering a client-focused philosophy
As a private partnership whose only business is investment management, we believe the firm’s long-term values are aligned with your needs and goals. For this reason, we keep total return optimization — after fees and taxes — and downside risk mitigation top of mind because we know net returns are what matters.
Our global institutional experience, boutique approach, and collaborative proprietary research platform marries curiosity and investment IQ, allowing us to uncover opportunities and develop innovative investment strategies for our clients. We seek to foster a consultative relationship that exceeds your investment and service expectations and aims to grow your wealth and help preserve your legacy.
Creativity, agility, and innovation are the cornerstones of our goal to help optimize net returns.
Investment solutions for family offices
For further information on our investment solutions, please contact our full family office team.
Public equities
- Global/international
- US
- Regional/country
- EM
- Thematic
- Sustainable
- Real assets
- Inflation sensitive
Public fixed income
- Core fixed income
- Opportunistic fixed income
- Short duration
- Municipal bonds
- Credit
Private investing
- Late-stage growth
- Biotech
- Fintech
- Climate tech
- Early-stage venture
Hedge funds
- Macro
- Multi-strategy
- Thematic/sector
Our global team
-
Joana Domingos
- Business Development Manager
- Latin America
-
Gino George
- Business Development Manager
- EMEA
-
Dan Isaacs
, CFA
- Business Development Manager and Director, Latin America
- Latin America
-
Giuliana Loukas
, CAIA
- Business Development Manager and Director, Family Office
- United States
-
Alan Matijas
, CFA
- Managing Director, Director of Canada, and Business Development Manager
- Canada
-
Luca Michienzi
- Account Manager
- EMEA
-
Andrew More
- Relationship Manager
- United States
-
Tarika Narula
- Associate Business Development Manager
- Middle East
-
Victoria Rowland-Rouse
, CFA
- Business Development Manager
- United Kingdom
-
Jenö Szabo
- Business Development Manager and Director, Client Group Switzerland
- EMEA
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Elaine Wong, CFA, CAIA
- Associate Business Development Manager
- APAC
Explore insights
Showing
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Insights Posts
Fed delivers rate cut, but hawkish 2025 guidance sends yields up
Fixed Income Analyst Caroline Casavant examines the outcome of the December 18 Federal Open Market Committee meeting and the implications for rates, inflation, and real growth.
3
min
Article
2025-06-30
Weekly Market Update
What do you need to know about the markets this week? Tune in to Paul Skinner's weekly market update for the lowdown on where the markets are and what investors should keep their eye on this week.
4
min
Video
2025-12-31
Accelerating the future of active management
CEO Jean Hynes explains how Wellington is building for the future of active management by investing in our capabilities and aligning our organization and talent with clients’ shifting needs.
9
min
Article
2025-12-31
Scaling opportunities in a new economic era
Explore our latest views on risks and opportunities across the global capital markets.
Article
2025-12-31
Monthly Asset Allocation Outlook
Wondering how to reposition your portfolio amid election-related uncertainty? Explore the latest monthly snapshot of our Multi-Asset Team’s asset class views.
4
min
Article
2025-12-31
New market regime, a new environment for global equities?
Global Equity Strategist Andrew Heiskell characterizes the new market regime, makes a case for shelving the old investment playbook, and shares potential investment implications for equity markets.
Article
2024-06-30
European equities: cyclically challenged but structurally supported
Macro Strategist Nicolas Wylenzek discusses why, despite cyclical challenges, European equities may be in the best structural position that they have been in for years.
Article
2024-06-30
Inflation loosens its grip, but bank turmoil could put the squeeze on US growth
US Macro Strategist Juhi Dhawan weighs the benefits of disinflation for consumers and companies against the risks of a credit crunch brought on by the recent bank crisis.
Article
2024-06-30
Credit market outlook: Expect greater opportunities in back half of 2023
Against a backdrop of elevated recession risks and banking-sector stress, Fixed Income Portfolio Manager Rob Burn identifies relative-value sector opportunities in the credit market.
Article
2024-06-30
Fixed income 2023: Will opportunity keep knocking in the second half?
Learn where Fixed Income Strategist Amar Reganti sees opportunities in the fixed income market today and dive deeper into the three key themes he thinks investors should consider going forward.
Article
2024-06-30
The “money illusion” economy: Misplaced faith in markets?
Fixed Income Portfolio Manager Brij Khurana shares a skeptical view of US Federal Reserve policy, his assessment of the current market backdrop, and his view of what the future could hold.
Article
2024-06-30
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