Adam H. Illfelder

Analyst-Equity at

Wellington Management Co. LLP

Finance

Consumer Services

Profile

Mr. Adam H.
Illfelder, CFA MBA, is a Senior Managing Director & Equity Portfolio Manager at Wellington Management Co. LLP.
He is an Equity Research Analyst in Global Equity Portfolio Management on the Value Team.
He conducts fundamental analysis on global equity investments, focusing on the health care, technology, and financials sectors.
His research supports the investment decision making for a range of portfolios managed for clients of the firm.
Prior to joining Wellington Management in 2005, Mr. Illfelder worked as an Equity Analyst on the Mid Cap Growth team at Putnam Investments.
Before that, he worked in their Global Equity Research department.
Mr. Illfelder earned his MBA from Northwestern University (Kellogg, 2001) and his BS in economics from the University of Pennsylvania (1997).
Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute.

Adam H. Illfelder 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	01/01/2005

All active positions of Adam H. Illfelder

Former positions of Adam H. Illfelder

Companies	Position	End
Putnam Investment Management LLC Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities.	Analyst-Equity	30/04/2005

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Private companies	4
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
Putnam Investment Management LLC Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities.	Finance
University of Pennsylvania University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Northwestern University Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services