Vanguard Lifetime Income Program - Balanced Portfolio
Management

Wellington Management Company LLP

Firm Description

Founded in 1928, Wellington Management Company LLP, Boston, Massachusetts, is among the nation’s oldest and most respected institutional investment managers. The firm has advised Vanguard Lifetime Income Program Balanced Portfolio since 2003.

Investment Manager Biographies

Edward P. Bousa, CFA, Senior Managing Director

  • Equity portfolio manager.
  • Advised the portfolio since 2003.
  • Worked in investment management since 1984.
  • B.A., Williams College.
  • M.B.A., Harvard Business School.

John C. Keogh, Senior Managing Director

  • Fixed income portfolio manager.
  • Advised the portfolio since 2003.
  • Worked in investment management since 1979.
  • B.A., Tufts University.

Michael E. Stack, CFA, Senior Managing Director

  • Portfolio manager.
  • Advised the portfolio since 2017.
  • Worked in investment management since 1994.
  • B.A., University of Virginia.

Loren L. Moran, CFA, Managing Director

  • Portfolio manager.
  • Advised the portfolio since 2017.
  • Worked in investment management since 2006.
  • B.S., Georgetown University.

Glossary