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Rating:Wellington's Marketing Maven Moves On Not Rated 5.0 Email Routing List Email & Route  Print Print
Thursday, January 28, 2010

Wellington's Marketing Maven Moves On

Reported by Armie Margaret Lee

Wellington Management's director of marketing services, Lisa Finkel, retired from the company at the end of last month, capping a Wellington career that spanned nearly two decades.

Sara Lou Sherman now serves as Wellington's spokesperson. An auto e-mail response from Finkel directs people to Anne Mahoney for marketing matters.

Sherman declined to comment.

Finkel joined Wellington in February 1991 and became a partner in 1999. She was in charge of the company's external and internal communications activities. In addition, she devised a relationship management model that supports Wellington's sub-advisory clients.

Boston-based Wellington sub-advises funds for Vanguard, Hancock, Transamerica and Hartford, among other firms.

Prior to joining Wellington, Finkel worked at Fidelity for five years. 

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