Fund Inception | 01/12/2012 |
Name of Issuer | Wilmington Funds |
Fund Advisor(s) | Wilmington Funds Management Corporation |
Sub-Advisor(s) | Wellington Management Company LLP Wilmington Trust Investment Advisors, Inc. |
Fund Managers for WRAAX
Jordan Strauss
Portfolio Manager since 02/06/2015
Jordan is a member of the Manager Strategies team at Wilmington Trust Investment Advisors, Inc., the investment advisory arm of Wilmington Trust and M&T Bank. He conducts third-party manager due diligence of alternative investment strategies including hedge funds, private equity, and private real estate.
Jordan has nearly a decade of investment industry experience. Prior to joining Wilmington Trust in 2014, Jordan worked with PNC for nearly two years in the Investment Advisor Research Group, conducting due diligence on alternative investment strategies. Earlier in his career, he spent four years researching hedge funds and serving as a fundamental equity analyst at Lionstone Capital Management in New York. Jordan began his investment career in 2005 at Natixis Capital Markets in New York working closely with the CLO, RMBS, and hedge fund lending businesses.
He holds a master’s degree in engineering from Columbia University and a bachelor’s degree in mathematics from the University of Vermont. Jordan is a CFA® charterholder.
Gregg Thomas
Portfolio Manager since 01/31/2017
Mr. Thomas joined Wellington Management in 2002, where he currently serves as Senior Managing Director and Associate Director, Investment Strategy and Risk.
As associate director of Investment Strategy and Risk, Gregg conducts original research on portfolio and risk-management topics, leads various Wellington Management internal investment oversight processes, and analyzes key trends and investment risks across the equity, fixed income, asset allocation, and hedge fund product suites. In addition, he is a portfolio manager on certain multi-manager solutions offered by the firm, including Global Equities, International Equities, Hedged Equities, Japan Equities, and US Alpha strategies. Gregg is a member of a number of Wellington Management’s committees and oversight groups, including the Risk Management Committee, Fixed Income Risk Advisory Council, Equity Risk Advisory Council, Multi Asset Strategy Review Group, Equity Review Group II, New Product Working Group, and Philosophy and Process Panel, and represents Wellington Management as a member of the Buy Side Risk Managers Forum.
Previously, Gregg was an equity portfolio specialist and analyst at Wellington Management (2002 – 2006). Prior to rejoining the firm in 2002, he worked as a quantitative business analyst at Zurich Scudder Investments (2001), as a business analyst and data analyst in Wellington Management’s Information Services Group (1997 – 2001), and in various financial markets-related positions at IDD Information Services (1993 – 1997).
Gregg received his BS in finance, with high distinction, from the University of Rhode Island (1992). He holds the Chartered Financial Analyst designation.
Matthew Glaser
Portfolio Manager since 01/31/2017
Head of Equity and Nontraditional Investments Matthew Glaser is responsible for overseeing equities, nontraditional investments, and manager research for Wilmington Trust Investment Advisors, Inc., the investment advisory arm of Wilmington Trust and M&T Bank. Matt has more than two decades of experience in financial services and the investment management industry. He previously worked for Lazard Asset Management as a managing director and portfolio manager of the Lazard Master Alternatives Fund. Earlier in his career, he served as chief of investment strategies and executive managing director at Turner Investments, where he was a member of the Executive Management Group, Enterprise Risk Committee, and had oversight responsibility for the Turner Spectrum Fund. Matt also worked at Susquehanna International Group and as a managing director at J.P. Morgan and Robertson Stephens. He began working in the investment field in 1995. Matt holds an MBA from Columbia University and a bachelor’s degree from Wesleyan University. He serves on the board of directors of SquashSmarts, a nonprofit academic and athletic mentoring program based in Philadelphia, and formerly served on the board of the investment firm Cramer Rosenthal McGlynn, LLC in New York.
Thomas Simon
Portfolio Manager since 08/31/2018
Mr. Simon is Senior Managing Director and portfolio manager of the Wellington Management Company LLP. Mr. Simon joined the Wellington Management Company LLP in 2009 and has been an investment professional since 2001.