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Allison Mortensen

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Allison Mortensen

Head of Multi-Asset Solutions, Managing Director and Portfolio Manager | Hartford Funds

Pennsylvania, United States

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Allison Mortensen

Summary

Allison Mortensen is a seasoned investment professional with over 25 years of experience in institutional asset management. Currently serving as the Head of Multi-Asset Solutions at Hartford Funds, she manages substantial portfolios, including target risk funds and college savings plans. With a strong background in asset allocation and portfolio construction, she employs quantitative techniques and risk management tools to enhance client portfolios. Allison has previously held senior roles at reputable firms such as Aberdeen Asset Management and Morgan Stanley, where she specialized in multi-asset class strategies and quantitative analysis. Her extensive experience in the financial sector equips her with a unique perspective on investment strategies and market dynamics. Allison is not only dedicated to her clients but also committed to closing new business opportunities. She is a graduate of the University of Richmond, where she studied Finance and Computer Science, blending technical skills with financial acumen.

General

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Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Allison Mortensen

Work Experience

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Head of Multi-Asset Solutions, Managing Director and Portfolio Manager at

Hartford Funds

October 2015 - Present

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Senior Portfolio Manager at

abrdn

April 2004 - September 2015

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Vice President, Quantitative Analysis & Research at

Morgan Stanley

January 1994 - January 2003

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Allison Mortensen

Education

Frequently Asked Questions about Allison Mortensen

What is Allison Mortensen email address?

Allison Mortensen's primary email address is *****************@hartfordfunds.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Allison Mortensen work for?

Allison Mortensen is a Head of Multi-Asset Solutions, Managing Director and Portfolio Manager at Hartford Funds, a company specializing in Monetary Authorities-Central Bank.

Where Allison Mortensen graduated from?

Allison Mortensen holds a degree in Finance, Computer Science from University of Richmond - Robins School of Business.

How can I directly contact Allison Mortensen?

To contact Allison Mortensen directly, you can use the email address *****************@hartfordfunds.com. Complete contact information is available upon registration with Muraena.

Who is Allison Mortensen?

Allison Mortensen is a seasoned investment professional with over 25 years of experience in institutional asset management. Currently serving as the Head of Multi-Asset Solutions at Hartford Funds, she manages substantial portfolios, including target risk funds and college savings plans. With a strong background in asset allocation and portfolio construction, she employs quantitative techniques and risk management tools to enhance client portfolios. Allison has previously held senior roles at reputable firms such as Aberdeen Asset Management and Morgan Stanley, where she specialized in multi-asset class strategies and quantitative analysis. Her extensive experience in the financial sector equips her with a unique perspective on investment strategies and market dynamics. Allison is not only dedicated to her clients but also committed to closing new business opportunities. She is a graduate of the University of Richmond, where she studied Finance and Computer Science, blending technical skills with financial acumen.

Allison`s contact details

mail

*****************@hartfordfunds.com

Colleagues

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Sean Dougherty

COO, Distribution

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Patrick Coyle

Regional Vice President - Advisor Consultant

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Adam Stojanowski

Regional Vice President - Advisor Consultant at Hartford Funds

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Greg Frost

Chief Financial Officer

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Mark Stevens

Board Member

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Richard Benn

Regional Vice President

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Tim Carr

Regional Vice President

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Kim Cheng

Regional Vice President, Advisor Consultant

Cfp Mike Monk

Advisor Consultant, Regional Vice President, CFP®

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Molly Bogan

Senior Vice President, Human Resources

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