Tom Felago Cfa Email & Phone Number | I lead Wellington’s US Wealth business working closely with sophisticated global wealth management firms to provide differentiated products and services to their end clients and advisors. Our solutions are driven by Wellington’s comprehensive investment management capabilities which span nearly all segments of the capital markets including private equity, hedge fund, equity, fixed income, and asset allocation strategies. We augment the investment services we provide with a robust body of thought leadership to further improve our clients’ ability to understand and adapt to the financial opportunities and risks evolving around them. Prior to leading US Wealth, I was privileged to work with a broad range of Wellington’s intermediary clients including outsourced CIOs, alternative asset managers, fund sponsors, and global provide banks. This followed five years working with our institutional endowment, foundation, corporate and public pension plan clients.

Tom Felago Cfa

I lead Wellington’s US Wealth business working closely with sophisticated global wealth management f...
Boston, Massachusetts, United States

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Tom Felago Cfa’s Email tfelago@wellington.com

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Tom Felago Cfa’s Location Boston, Massachusetts, United States

Tom Felago Cfa’s Current Industry Wellington Management

Tom Felago Cfa’s Prior Industry Ubs | Goldman Sachs

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Senior Managing Director, Partner, Director - US Wealth

2023-07-01 00:00:00 - Present

Director, Prime Brokerage Sales

2007-07-01 00:00:00 - 2010-02-01 00:00:00

Associate, Sales and Trading

2005-08-01 00:00:00 - 2007-06-01 00:00:00

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Tom Felago Cfa is a I lead Wellington’s US Wealth business working closely with sophisticated global wealth management firms to provide differentiated products and services to their end clients and advisors. Our solutions are driven by Wellington’s comprehensive investment management capabilities which span nearly all segments of the capital markets including private equity, hedge fund, equity, fixed income, and asset allocation strategies. We augment the investment services we provide with a robust body of thought leadership to further improve our clients’ ability to understand and adapt to the financial opportunities and risks evolving around them. Prior to leading US Wealth, I was privileged to work with a broad range of Wellington’s intermediary clients including outsourced CIOs, alternative asset managers, fund sponsors, and global provide banks. This followed five years working with our institutional endowment, foundation, corporate and public pension plan clients.