David A. Siegle, CFA

Managing Director at Wellington Management, Equity Portfolio Manager

Background

David A. Siegle, CFA is an equity portfolio manager on the Disciplined Equity Team. David conducts fundamental analysis on US equity investments, focusing on the health care, information technology, and industrials sectors. His research supports the investment decision making for a range of portfolios managed for clients of the firm. He works in our Boston office.

Prior to joining the Disciplined Equity Team in 2008, David worked as an equity research analyst on the Global and International Growth Team (2007 – 2008). Before that, he worked as an analyst in the Quantitative Investment Group (2003 – 2007) and as a client service analyst in the Global Relationship Management Group (2001 – 2003).

David earned his BA in history from Amherst College (2001). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA institute and the Boston Security Analysts Society.