Senior Managing Director, Partner, and Equity Portfolio Manager
Sessions covered by this speaker
Plenary 1: The battle for shareholder democracy: who’s right?
Categories covered by Yolanda
About this Speaker
Yolanda is an equity portfolio manager on the Global Stewards Team. Global Stewards is a concentrated environmental, social, and corporate governance (ESG) integration strategy that seeks to invest responsibly in high-return companies with leading corporate stewardship over an extended time horizon.
Yolanda draws on research from Wellington Management’s global industry analysts and our Sustainability Team. The Global Stewards strategy, which she co-manages with Mark Mandel, emphasizes engagement on stewardship issues. Yolanda is chair of Wellington’s Investment Stewardship Committee and serves on the Wellington Management International Ltd board of directors and the WMIL Compensation Committee. Through 2018, she was a global industry analyst specializing in European and Latin American banks, responsible for fundamental analysis on her sector and for managing research-based portfolios. She is based in our London office.
Prior to joining Wellington Management in 2006, Yolanda worked as a sell-side equity analyst for JPMorgan Chase in London following Latin American and Eastern European banks. Before that, she covered Latin American banks at both SG Cowen and Oppenheimer in New York, having begun her career at the World Bank in Washington, DC.
Yolanda earned a master of international affairs degree from Columbia University and a BA from Tulane University. She is a CFA charter holder and a member of the CFA Institute. She speaks fluent French, Portuguese, and Spanish in addition to her native English.