- Retirement Research Center
Jed Petty is a Vice President, Relationship Manager, and DC Strategist at Wellington Management Company, LLP.
As a relationship manager on the Americas' Pension Group Team within the Global Relationship Group, Jed is instrumental in establishing and developing partnerships with pension clients. He is responsible for assisting clients with long-term investment strategy and policy issues, evaluating portfolio risks and performance, and ensuring compliance with policy guidelines and applicable regulations. He also leads our defined contribution business effort as our DC Strategist. Jed joined Wellington Management in 2005 and has held positions based in the US and Singapore.
Prior to joining the firm, Jed worked for Fidelity Investments as an investment consultant in their defined contribution business (1996 – 2005). Before that, he held positions at Scudder, Stevens and Clark (1990 – 1996) and worked as a school teacher at the Providence Country Day School (1987 – 1989).
Jed earned his graduate diploma of economics from the London School of Economics (1990) and his BS in accounting from Bucknell University (1987). Additionally, Jed holds the Chartered Financial Analyst designation and is a member of the CFA Institute.