Jaclyn E. Curley, CFA, CAIA
Managing Director and Associate Director, Investment Strategy
Jackie is the associate director for the Investment Strategy and Solutions Group within Wellington. The group has capabilities in factor based, multi asset and thematic investing as well as manager research. The overarching mission of the group is to work closely with clients to thoroughly understand their investment challenges and provide research with a practitioner’s mindset, deliver practical advice, and manage solutions that leverage the full breadth of the firm’s investment capabilities. Jackie works to develop and implement the strategic vision for the group. She works directly with investors and senior business leaders, providing both tactical and strategic leverage to allow them to deliver on our clients’ performance objectives. She also leads and executes on cross-functional projects across the investment platform, building the infrastructure and ecosystem to enable Investment Strategy to have the right information at the right time, and for carrying out many of the behind-the-scenes responsibilities that ensure the smooth daily operation of the platform. She is a member of the Investment Strategy Leadership Team. Prior to her current role, Jackie worked across the Client Group in Hong Kong, London, and the US in a variety of roles to support the efforts to generate new business with our clients globally. Prior to joining Wellington Management in 2010, she worked for Natixis Global Associates as a product analyst (2009 – 2010). Before that, she was an analyst on the Equity Solutions Team at the JPMorgan Private Bank in New York City (2006 – 2009). Jackie earned her BS in business administration with a concentration in finance, magna cum laude, from Babson College (2006). Additionally, she holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations. Jackie is a long-standing 100 Women in Finance volunteer with committee roles in London and Boston, and the current Boston Education Committee Co-Chair.
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