Mark A. Whitaker, CFA, Senior Managing Director and Equity Portfolio Manager, is involved in portfolio management for Funds. Mark is an equity portfolio manager on Wellington Management's Mid Cap Opportunities Team, which manages accounts for a globally diverse group of individual, institutional, and mutual fund clients. Prior to joining the firm in 2004, Mark was an equity research analyst at Morgan Stanley, covering packaging and containers and electrical equipment (2000 — 2002). Before that, Mark was a cash management consultant at Ernst & Young (1999 — 2000). Mark received his MBA from Stanford University (2004) and his BS in business administration from the University of Kansas, Lawrence (1999). He holds the Chartered Financial Analyst designation.

As an equity research analyst on the Global Contrarian Team, Tim conducts fundamental analysis on global equity investments, focusing on the consumer sector. 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 Wellington Management in 2006, Tim worked as a financial analyst at Goldman Sachs (2004 – 2006). Tim earned his BA in politics and economics from Princeton University (2004). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.