Rick Newman
Vice President, Relationship Manager @Wellington Management
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WORK HISTORY
Vice President, Relationship Manager @Wellington Management
As a relationship manager in Wellington Management’s Client Group, Rick is responsible for ensuring the delivery of service alpha to clients, including investment, operational, legal, and compliance-related matters for the firm’s Financial Reserves Management clients. In this capacity, he partners with clients to ensure that the full range of resources and services of the firm are brought to bear on their behalf to deliver the highest-quality client service. Rick assists clients with long-term investment strategy and policy issues, evaluates portfolio risks and performance, ensures compliance with guidelines and applicable regulations, resolves administrative and operational issues, and meets regularly with clients to discuss investment, servicing, and business-related issues.
EDUCATION
Bryant University
BS, Finance
ABOUT RICK NEWMAN
Vice President, Relationship Manager at Wellington Management
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