Daniel Pozen

Portfolio Manager-Equities at

Wellington Management Co. LLP

Finance

Consumer Services

Profile

Daniel J.
Pozen is currently an Equity Portfolio Manager at Wellington Management Co. LLP since 2022.
Formerly, Mr. Pozen worked as an Investment Associate at Putnam Investment Management LLC.
Education includes an MBA from Dartmouth College conferred in 2006 and an undergraduate degree from Williams College conferred in 1999.

Daniel Pozen 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	-

All active positions of Daniel Pozen

Former positions of Daniel Pozen

Companies	Position	End
Putnam Investment Management LLC Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities.	Analyst-Equity	-

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Training of Daniel Pozen

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Linked companies

Private companies	4
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
Putnam Investment Management LLC Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities.	Finance
Dartmouth College Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Williams College Williams College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services