David DuBard
Analyst-Equity at Wellington Management Co. LLP
Profile
Mr. David B.
DuBard, CFA MBA, is a Senior Managing Director, Partner & Equity Portfolio Manager at Wellington Management Co. LLP.
He manages equity assets on behalf of our clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts and works in our Boston office.
Prior to joining Wellington Management in 1992, he worked in the research department at Morgan Keegan and Company (1988 – 1989), analyzing energy, bank, and airline equities.
Mr. DuBard earned his MBA, with a concentration in Finance, from the University of Pennsylvania (Wharton, 1992) and his BA in Economics and Business Administration from Rhodes College (1988).
Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston.
David DuBard active positions
Companies | Position | Start |
---|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a 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, as well as to investment vehicles that the firm sponsors. | Analyst-Equity | 30/06/1992 |
Former positions of David DuBard
Companies | Position | End |
---|---|---|
Morgan Keegan & Co. LLC
Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | Corporate Officer/Principal | 30/12/1989 |
Training of David DuBard
Rhodes College | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a 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, as well as to investment vehicles that the firm sponsors. | Finance |
Morgan Keegan & Co. LLC
Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | Finance |
- Stock Market
- Insiders
- David DuBard