Rob Gelwick

Finance

Consumer Services

Profile

Mr. Rob Gelwick is Investment Director at Wellington Management Co. LLP.
He joined the firm in June 2007.
He was previously employed as a Portfolio Specialist by Wellington Management.
Prior to that, he worked as a Manager of Investment Analytics for Loring, Wolcott & Coolidge.
Mr. Gelwick received his MBA with a concentration in Finance from Yale University-Yale School of Management and his BS in Business Administration from the University of Vermont.

Former positions of Rob Gelwick

Companies	Position	End
Loring, Wolcott & Coolidge Fiduciary Advisors LLP Loring, Wolcott & Coolidge Fiduciary Advisors LLP Investment ManagersFinance Loring, Wolcott & Coolidge Fiduciary Advisors LLP (LWC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1817, LWC provides investment advice to the trustees of revocable, irrevocable, and testamentary trusts. The firm also manages the investments for foundations, endowments, and other entities that require these services.	Corporate Officer/Principal	01/05/2007
Massachusetts Financial Services Co. Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).	Analyst-Fixed Income	01/07/1999

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Training of Rob Gelwick

Yale University	Masters Business Admin
University of Vermont	Undergraduate Degree

Experiences
Positions held

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Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

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Members of the board

Executives

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Linked companies

Private companies	2
Loring, Wolcott & Coolidge Fiduciary Advisors LLP Loring, Wolcott & Coolidge Fiduciary Advisors LLP Investment ManagersFinance Loring, Wolcott & Coolidge Fiduciary Advisors LLP (LWC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1817, LWC provides investment advice to the trustees of revocable, irrevocable, and testamentary trusts. The firm also manages the investments for foundations, endowments, and other entities that require these services.	Finance
Massachusetts Financial Services Co. Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).	Finance