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Allison Mortensen
Allison Mortensen
Head of Multi-Asset Solutions, Managing Director and Portfolio Manager | Hartford Funds
Pennsylvania, United States
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.
Allison Mortensen
Work Experience
Head of Multi-Asset Solutions, Managing Director and Portfolio Manager at
Hartford Funds
October 2015 - Present
Senior Portfolio Manager at
abrdn
April 2004 - September 2015
Vice President, Quantitative Analysis & Research at
Morgan Stanley
January 1994 - January 2003
Allison Mortensen
Education
University of Richmond - Robins School of Business, Bsba
January 1990 - January 1994
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
*****************@hartfordfunds.com
Colleagues
COO, Distribution
Regional Vice President - Advisor Consultant
Regional Vice President - Advisor Consultant at Hartford Funds
Chief Financial Officer
Board Member
Regional Vice President
Regional Vice President
Regional Vice President, Advisor Consultant
Advisor Consultant, Regional Vice President, CFP®
Senior Vice President, Human Resources