Fundraising Fox
🦊/People
Sign in

Terry Burgess

Investor

Head of Investment Boutiques; Managing Partner at Wellington Management

Boston

Find your path to Terry

200 people in our graph share verified history with Terry — schools, employers, funds. One of them is your warm intro.

Ali Fisher SweetunlockedTerry: together at Wellington Management (2007–2008)
×4Terry: together at Boston College
×4Terry: together at Wellington Management
Terry: together at MFS Investment Management

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

  1. Wellington ManagementHead of Investment Boutiquescurrent2020 — present
  2. Wellington ManagementHead Of Research2018 — 2020Boston, Massachusetts
  3. Wellington ManagementAssociate Director, Global Equity Portfolio Management2011 — 2017
  4. Wellington ManagementInvestment Director2005 — 2012
  5. MFS Investment ManagementEquity Analyst - Investment Director1993 — 2005

Skills & more

Alternative InvestmentsAsset AllocationMutual FundsAsset ManagmentHedge FundsEquitiesFixed IncomeInvestmentsInvestment StrategiesSeries 7ETFsPortfolio Management
+8 moreInvestment ManagementSecuritiesSeparately Managed AccountsCapital MarketsAsset ManagementInvestment AdvisorySeries 63Bloomberg
  • Chartered Financial Analyst (CFA) — CFA Institute

From Terry's professional profile.

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 Bates College (BA, Economics, Political Science); Boston College (MBA, Finance, General).

Same school

Shared employers