Perry Traquina

Former Managing Partner & Chief Executive Officer at Wellington Management Company LP

Perry Traquina

Perry Traquina

Former Managing Partner & Chief Executive Officer at Wellington Management Company LP

Overview
Career Highlights

Wellington Management Company LP
Wellington Management Group LLP

RelSci Relationships

2953

Primary Location

Boston, MA, United States

Number of Boards

6

Birthday

1957

Age

63

Number of Awards

2

Relationships
RelSci Relationships are individuals Perry Traquina likely has professional access to. A relationship does not necessarily indicate a personal connection.

Provost at Brandeis University

Relationship likelihood: Strong

Executive Director, Legal & Compliance Division at Morgan Stanley

Relationship likelihood: Strong

Chief Executive Officer at Morgan Stanley

Relationship likelihood: Strong

Chairman of Investment Banking at Morgan Stanley

Relationship likelihood: Strong

President at Brandeis University

Relationship likelihood: Strong

Director, Tauber Institute for the Study of European Jewry at Brandeis University

Relationship likelihood: Strong

Co-Head of Solutions & Multiasset Group at Morgan Stanley

Relationship likelihood: Strong

Managing Director at Century Equity Partners LLC

Relationship likelihood: Strong

Senior Vice President, Partner & Portfolio Manager at Wellington Management Company LP

Relationship likelihood: Strong

Chief Executive Officer at Wellington Management Company LP

Relationship likelihood: Strong

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Perry Traquina
Former Managing Partner & Chief Executive Officer at Wellington Management Company LP
Education
MBA
Class of 1980

Harvard Business School (HBS) is the graduate business school of Harvard University in Boston, Massachusetts, United States. The school offers a large full-time MBA program, doctoral programs, and many executive education programs. It owns Harvard Business School Publishing, which publishes business books, leadership articles, online management tools for corporate learning, case studies, and the monthly Harvard Business Review.

Graduate, summa cum laude
Class of 1978

Brandeis University is an American private research university with a liberal arts focus. It is located in Waltham, Massachusetts, 9 miles (14 km) west of Boston. The university has an enrollment of approximately 3,600 undergraduate and 2,200 graduate students.[4] It was tied for 32nd among national universities in the United States in U.S. News & World Report 's 2014 rankings. Forbes listed Brandeis University as number 51 among all national universities and liberal arts colleges combined in 2013. Brandeis was founded in 1948 as a nonsectarian Jewish community-sponsored coeducational institution on the site of the former Middlesex University. The university is named for Louis Brandeis (1856–1941), the first Jewish Justice of the Supreme Court of the United States.

Undergraduate Degree, Phi Beta Kappa

LSE was founded in 1895 and has grown to become one of the foremost social science universities in the world, ranked alongside Harvard, UC Berkeley and Stanford. A specialist university with an international intake, LSE's reach extends from its central London campus to around the world. The School has a cosmopolitan student body, with around 9,500 full time students from 140 countries It has a staff of just over 3,000, with about 46 per cent drawn from countries outside the UK Over 100 languages are spoken on LSE's campus An influential network of over 160,000 LSE alumni spans the world, covering over 190 countries with more than 80 active alumni groups.

Memberships
Member
Current

The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Career History
Managing Partner & Chief Executive Officer
Prior - 2014

Wellington Management's investment services rely on their extensive independent research and include portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has a number of 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, macroanalysts, quantitative analysts and technical analysts. Wellington Management's portfolio management teams often include dedicated analysts who evaluate securities and other instruments for suitability based on the team's investment approach. The firm supplements their internal research with external research from sources such as broker/dealers and third-party research firms. These sources typically provide data, research and analysis and may serve as a gauge of market consensus.

Executive Officer
Prior
President & Chief Executive Officer
Prior

Wellington Management Group LLP provides investment management services. It manages separate client-focused equity, fixed income, balanced portfolios, commodity, and multi-asset portfolios. The company is headquartered in Boston, MA.

Boards & Committees
Member, Board of Directors
2016 - Current

The Allstate Corp. engages in the property and casualty insurance business and the sale of life, accident, and health insurance products through its subsidiaries. It operates through following business segments: Allstate Protection, Service Businesses, Allstate Life, Allstate Benefits, Allstate Annuities, Discontinued Lines and Coverages, and Corporate and Other. The Allstate Protection segment sells private passenger auto and homeowners insurance through agencies and directly through call centers and the internet. These products are marketed under the Allstate, Encompass and Esurance brand names. The Service Businesses segment offers a range of products and services that expand and enhance customer value propositions including SquareTrade, Arity, Allstate Roadside, and Allstate Dealer Services. The Allstate Life segment provides traditional, interest-sensitive, and variable life insurance products through Allstate exclusive agencies and exclusive financial specialists. The Allstate Benefits segment gives voluntary benefits products, including life, accident, critical illness, short-term disability, and other health products sold through workplace enrolling independent agents and Allstate exclusive agencies. The Allstate Annuities segment consists of deferred fixed annuities and immediate fixed annuities. The Discontinued Lines and Coverages segment includes results from property and casualty insurance coverage that primarily relates to policies written during the 1960s through the mid-1980s. The Corporate and Other segment comprises of the company's activities and certain non-insurance operations. The company was founded on April 17, 1931 and is headquartered in Northbrook, IL.

Independent Director
2015 - Current

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan on September 16, 1935 and is headquartered in New York, NY.

Independent Director
2015 - Current

eBay, Inc. operates as a commerce company, which engages in the provision of investments and acquisitions to help enable commerce on platforms for buyers and sellers online or on mobile devices. It operates throught the following platforms: Marketplace, Classifieds and StubHub. The Marketplace platform include online marketplace located at www.ebay.com, its localized counterparts and the eBay mobile apps. The Classified platform focuses in collection of brands such as mobile.de, Kijiji, Gumtree, Marktplaats, eBay Kleinanzeigen and others. The StubHub platform gives online ticket platform located at www.stubhub.com, its localized counterparts and the StubHub mobile apps. The company was founded by Pierre M. Omidyar in September 1995 and is headquartered in San Jose, CA.

Member, Board of Trustees
2002 - Current

Brandeis University is an American private research university with a liberal arts focus. It is located in Waltham, Massachusetts, 9 miles (14 km) west of Boston. The university has an enrollment of approximately 3,600 undergraduate and 2,200 graduate students.[4] It was tied for 32nd among national universities in the United States in U.S. News & World Report 's 2014 rankings. Forbes listed Brandeis University as number 51 among all national universities and liberal arts colleges combined in 2013. Brandeis was founded in 1948 as a nonsectarian Jewish community-sponsored coeducational institution on the site of the former Middlesex University. The university is named for Louis Brandeis (1856–1941), the first Jewish Justice of the Supreme Court of the United States.

Member, Board of Trustees
Current

The school, founded in 1886, moved from Boston’s Beacon Hill to its current location in the Longwood area in 1910. Winsor’s historic campus is a seven-acre oasis, nestled amid Simmons and Wheelock Colleges, Harvard Medical School and many of Boston’s renowned teaching hospitals. Classes make frequent use of nearby resources, including the State House, Boston Public Library, African American Meeting House, Museum of Science and Museum of Fine Arts. n the early 1900s, a group of parents asked Miss Winsor to be director of the school they intended to build. They formed a corporation in 1907, bought land on the Fenway, and hired the Boston architect R. Clipston Sturgis to build "the most perfect schoolhouse." President Eliot of Harvard, an original incorporator and grandfather of two Winsor girls, suggested the motto that remains today: "A sound mind in a sound body." In 1910 the Winsor School opened with 225 students. It included a library, science laboratories, art studios, and a gymnasium and swimming pool. At the dedication ceremony, a young 1901 graduate, Susan Hallowell Brooks, spoke not of a building but of how Winsor teachers nurtured "clear thinking and pure lives."

Political Donations
$1,000
2008

Chief Executive Officer at Girls Who Invest

$1,000
2005
$2,000
2005

Former President & Chief Executive Officer at Managed Funds Association

Transactions
Details Hidden

Madeira Partners LP raised money in a private placement transaction

Public Holdings
Restricted data only for RelSci Professional users.
Awards & Honors
2019
Brandeis University
CFA (Chartered Financial Analyst)
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