Terrence M. Burgess, CFASenior Managing Director, Managing Partner, Head of Investment BoutiquesTerry is the head of Investment Boutiques, which includes nearly 50 investment teams working across asset classes and around the world. In this role, he strives to ensure that we attract, retain, and motivate excellent research and portfolio management professionals, supporting each investment team’s success and providing fiduciary oversight. He also serves as one of the firm’s three managing partners, who are collectively responsible for the governance of the Wellington Management partnership. He is located in our Boston office. Prior to being named head of Investment Boutiques, Terry was head of Investment Research, comprised of more than 100 professionals who directly manage client assets, conduct in-depth research, and provide investment recommendations for portfolio managers and analysts across the firm. Before joining Wellington in 2005, Terry worked at MFS Investment Management (1993 – 2005) in a variety of positions, including equity analyst, covering companies in the basic resources, cable, media, and telecom sectors. He previously worked in our London office. Terry earned his MBA from Boston College (Carroll, 1999) and his BA in economics and political science from Bates College (1993). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.
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Centers and Practice Areas
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Asia Center
Extends the reach and impact of the Milken Institute to the Asia-Pacific region
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Center for Financial Markets
Conducts research and constructs programs designed to facilitate smooth and efficient operation of financial markets
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Center for the Future of Aging
Advances healthy longevity and financial security for all through high-impact policies, research, convenings, and multisector partnerships.
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Center for Public Health
Develops research, programs, and initiatives designed to envision and activate sustainable solutions leading to better health for individuals and communities worldwide.
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Center for Regional Economics and California Center
Analyzes the dynamics that drive job creation and promote industry expansion
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Center for Strategic Philanthropy
Empowers philanthropists to effectively address some of the world's most urgent problems
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FasterCures
Clears roadblocks that prevent medical breakthroughs from reaching patients sooner
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Financial Innovations Labs
Addressing society's greatest challenges through a financial lens
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Global Market Development
Working with government partners in emerging and developing economies to build strong, domestic financial markets.
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Milken Center for Advancing the American Dream
Anyone with a dream should have the opportunity to make it come true—through determination and an economic system that works for all
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Research Department
Addressing global policy issues on Health Economics, International Finance, and Regional Economics
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