Quyen V. Tran, Vice President and Equity Portfolio Specialist, Wellington Management

Quyen is a member of Wellington Management’s Global Impact team. The team has developed an approach for impact investing in public markets — a strategy that incorporates impact measurement and sustainability analysis as core components of the investment process. In addition, as a portfolio specialist in Equity Product Management, Quyen works closely with our investment teams to help ensure the integrity of the investment approaches in her coverage. She meets with clients, prospects, and consultants to communicate our investment philosophy, strategy, positioning, and performance.

Previously, Quyen was a senior investment consultant at Cambridge Associates, where she helped foundations, endowments, and taxable investors determine total portfolio asset allocation strategies and recommended investment products for hire and termination. She also worked at Fidelity Investments as a director of investment analysis. On a volunteer basis, Quyen has taught English as a classroom teacher in Asia and has engaged in efforts to advance education for grade-school children in the US.

Quyen earned her MBA from Harvard Business School and her BA, cum laude, in philosophy from Mount Holyoke College.