Jim Shakin
Portfolio Manager-Equities at Wellington Management Co. LLP
Profile
Mr. James H.
Shakin, CFA, is a Senior Managing Director & Equity Portfolio Manager at Wellington Management Co. LLP.
He manages equity assets on the behalf of Wellington Management's clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts.
He currently manages several non-US contrarian value approaches.
He is a member of firm’s Multi-Strategy Review Group and works in Wellington Management's Boston office.
Mr. Shakin earned his BS in Economics, with a concentration in Finance, from the University of Pennsylvania, Wharton in 1986.
In addition, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society.
Jim Shakin active positions
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Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-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, and to investment vehicles that the firm sponsors. | Portfolio Manager-Equities | - |
Training of Jim Shakin
University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Executives
Linked companies
Private companies | 1 |
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Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-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, and to investment vehicles that the firm sponsors. | Finance |
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