About
Terry Burgess leads Wellington Management's Investment Boutiques, overseeing nearly 50 investment teams across asset classes globally and providing fiduciary oversight to support their success. He is also one of the firm's three managing partners responsible for the governance of the Wellington Management partnership. He is based in the firm's Boston office.
Experience
- Wellington ManagementManaging Partner and Head of Enterprise Strategy Officecurrent2026 — present
- Wellington ManagementPartner and Head of Enterprise Strategy Office2026
- Wellington ManagementPartner and Chief Transformation Officer2025
- Wellington ManagementPartner, Head of Risk & Investment Science, Chief Transformation Officer2024 — 2025
- Wellington ManagementPartner and Head of Risk & Investment Science2024
- Wellington ManagementPartner and Co-Head, Risk & Investment Science2023
- Wellington ManagementPartner and Chief Operating Officer, Investment Platform2022 — 2023United States
- Wellington ManagementPartner and Director of Enterprise Risk Management2021 — 2022Boston, Massachusetts, United States
- Wellington ManagementPartner and Chief Compliance Officer2018 — 2021Greater Boston Area
- Wellington ManagementPartner and Counsel2016 — 2018Boston, Massachusetts, United States
- Wellington ManagementManaging Director/Counsel2004 — 2015
- MFS Investment ManagementSVP/Counsel2000 — 2004
- K&L GatesAssociate1995 — 1999
Colleagues at Wellington Management
Alan Hsu
Portfolio Manager at Wellington Management
Andreas Etten
Investment Team at 10x Founders
Andrew Heiskell
Investor at Wellington Management
Anna Lunden
Equity Portfolio Manager, EMEA DE&I Committee – Chair at Wellington Management
Brian Sapp
Managing Director at Runway Growth Capital
Campe Goodman
Fixed Income Portfolio Manager at Wellington Management
Chris Martone
Principal at BrandProject Capital
Cindy Cheng
Principal at Vy Capital
Frequently asked questions
- Who is Terry Burgess?
- Terry Burgess leads Wellington Management's Investment Boutiques, overseeing nearly 50 investment teams across asset classes globally and providing fiduciary oversight to support their success. He is also one of the firm's three managing partners responsible for the governance of the Wellington Management partnership. He is based in the firm's Boston office.
- Where does Terry Burgess work?
- Terry Burgess is Head of Investment Boutiques; Managing Partner at Wellington Management.
- Where did Terry Burgess go to school?
- Terry Burgess studied at Boston College Law School (JD, Law); Boston College (BA, Philosophy).
Same school
Also attended Boston College Law School22
Joel CutlerGeneral Catalyst co-founder, category-creating consumer and travel investor, KAYAK co-creator, operator and civic trusteeKerry KilleenAssociate General Counsel at RevolutionIan ShannonFinance/Legal/IR at 8VCMichael CasagrandeLegal Counsel at Mainsail PartnersBing GordonAdvisor at KPCBAlicia BartonAdvisor at Commonweal Ventures
+ 16 more
Also attended Boston College319
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+ 313 more
Shared employers
Also worked at Wellington Management56
Ali Fisher SweetInvestor at Index VenturesDanielle AbdelahadInvestor at Third Rock VenturesHelen ClementInvestor at IVP (Institutional Venture Partners)Anneli MathesonExecutive Assistant at Prelude VenturesSomil SinghAnalyst at Hitachi VenturesBen KanyPrincipal at Bedrock
+ 50 more
Also worked at MFS Investment Management23
David E. LevansonSr. Portfolio Manager, Research Analyst, Executive Managing Director at Sands Capital VenturesRyan LeePrincipal at Comcast VenturesBen WeinbergInvestor at Susquehanna Growth EquityJohn NorbergEnterprise Risk Management at Wellington ManagementDavid KleinbergHead of Product and Innovation at Seraph GroupEmma FlahertySenior Associate, Business Development at New York Life Ventures
+ 17 more
Also worked at K&L Gates19
David FrazeeManaging Partner at Richmond Global VenturesGavin MathisPartner & Chief of Staff at Prime Movers LabJohn NorbergEnterprise Risk Management at Wellington ManagementSid SmithCo-Founding Partner at Non Sibi VenturesSam RozatiGroup General Counsel at OakglenThomas ZahnExecutive Council at Chartwell Investments Entrepreneur & Founder Capital
+ 13 more