Profile
Ms. Jennifer N.
Berg, CFA, is a Global Industry Analyst at Wellington Management Co. LLP.
She covers the global capital markets industry, including brokers, asset managers, custodian banks, and exchanges, while also managing financial services sector equity portfolios and hedge funds.
Prior to joining Wellington in 2002, she was an Equity Research Analyst at Fidelity Investments, where she started her career in 1997.
She earned a B.A. from the University of Notre Dame and holds the Chartered Financial Analyst designation.
Jennifer Berg 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. | Analyst-Equity | 01/01/2002 |
Former positions of Jennifer Berg
| Companies | Position | End |
|---|---|---|
FMR LLC
FMR LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 01/01/2002 |
Training of Jennifer Berg
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
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 |
University of Notre Dame
University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FMR LLC
FMR LLC Investment ManagersFinance Provides investment advice | Finance |
- Stock Market
- Insiders
- Jennifer Berg
















