Profile
Mr. James H.
Shakin, CFA, is a Senior Managing Director & Equity Portfolio Manager at Wellington Management Co. LLP.
He manages equity assets on the behalf of Wellington Management's clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts.
He currently manages several non-US contrarian value approaches.
He is a member of firm’s Multi-Strategy Review Group and works in Wellington Management's Boston office.
Mr. Shakin earned his BS in Economics, with a concentration in Finance, from the University of Pennsylvania, Wharton in 1986.
In addition, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society.
Jim Shakin 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. | Portfolio Manager-Equities | - |
Training of Jim Shakin
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Linked companies
| Private companies | 2 |
|---|---|
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 Pennsylvania
University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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