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James Edward Davey

President at Hartford Funds Management Co. LLC
Overview
Relationships
In The News
Paths
Education
Career History
Boards & Committees
Political Donations
Transactions

James Edward Davey

President at Hartford Funds Management Co. LLC

Overview

Age
53 (Born 1965)
Notable Companies
Hartford Funds Management Co. LLC

The Hartford Mutual Funds, Inc.

HL Investment Advisors, Inc.
Board Seats
3
Number of Relationships
This person is connected to 2,320 people.

Relationships See Details


Managing Director & General Counsel at Hartford Funds Management Co. LLC

Chief Financial Officer & Controller at Hartford Investment Financial Services LLC

Executive Vice President & Chief Compliance Officer at Hartford Funds Management Co. LLC

Managing Director, Chief Investment Officer at Hartford Funds Management Co. LLC

Chief Legal Officer & Vice President at Hartford Investment Financial Services LLC

Senior Partner, Business Development at Lattice Strategies LLC

President & Director at Hartford Investment Management Co.

Managing Director & Chief Financial Officer at Hartford Funds Management Co. LLC

Chief Compliance Officer & AML Compliance Officer at Hartford Administrative Services Co.

Head, Systematic Strategies & Etfs at Lattice Strategies LLC
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In The News See More

SNL Financial
December 15, 2016
Business Wire
December 14, 2016
Business Wire
August 5, 2015
Business Wire
August 3, 2015
Business Wire
March 9, 2015
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Paths to James Edward Davey

James Edward Davey
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Educational Background

Bachelor of Science in Marketing 
PROVIDES STUDENTS WITH A LIBERAL ARTS EDUCATION ENABLING THEM TO LEAD MEANINGFUL & SATISFYING LIVES.
Master in Business Administration 
The Mendoza College of Business is a comprehensive full-time business school at the University of Notre Dame in Notre Dame, Indiana, United States. It offers six majors in the undergraduate program and four graduate degrees—MBA, EMBA, accountancy and non-profit management.

Career History

Senior Managing Director & President
2016 - Current
Lattice Strategies utilizes proprietary investment analyses and allocation methodologies. Risk management methodologies are used to manage market risk, portfolio risk, tax risk, cost risk, liquidity risk, and structural risk. Lattice portfolio managers create a variety of model portfolios in conjunction with the research team. The principal model portfolios include: the Lattice Liquid Endowment Series, the Lattice Liquid Alternatives Series, and the Lattice Income Series. The Lattice Liquid Endowment Series includes: the Lattice Endowment Strategy (defensive, the Lattice Endowment Strategy (balanced), and the Lattice Endowment Strategy (growth).The Lattice Liquid Alternatives Series includes: the Lattice Defensive Alternatives Strategy and the Lattice Directional Long/Short Strategy.The Lattice Income Series includes: the Lattice Diversified Income Strategy, the Lattice Diversified Income + Growth Strategy, and the Lattice Retirement Income Strategy.The Lattice Endowment Series portfolios include investments from virtually every liquid asset class to provide broad diversification. The Lattice Liquid Alternatives Series and Lattice Income Series portfolios include investments from a diverse array of investments within each strategy’s respective focus area.
President
2010 - Current
Hartford Funds Management Co. (HFMC) hires and is responsible for managing the sub-advisors that provide portfolio management services (including asset allocation decisions) for each Hartford Fund that uses a sub-advisor. The firm employs a comprehensive manager evaluation and selection process that uses both quantitative and qualitative methods to determine which investment strategies are best suited for inclusion in the Hartford Funds Family. HFMC prefers investment strategies that are managed by portfolio managers or investment teams that utilize an articulated investment process and understandable investment philosophy with appropriate risk-adjusted results.
President
2010 - Current
President-Hartford Funds
Current
The Hartford Financial Services Group, Inc. is an insurance and financial services company. The company provides life insurance, group and employee benefits, automobile and homeowners insurance and business insurance, as well as investment products, annuities, mutual funds, and college savings plans. It operates through the following segments: Commercial Lines, Personal Lines, Property & Casualty Other Operations, Group Benefits, Mutual Funds and Talcott Resolution. The Commercial Lines segment provides workers compensation, property, automobile, liability and umbrella coverage under several different products, primarily throughout the U.S., within its standard commercial lines, which consists of The Hartford's small commercial and middle market lines of business. The Personal Lines segment includes automobile, homeowners and home-based business coverage to individuals across the U.S. The Property & Casualty Other Operations segment includes certain property and casualty operations, currently managed by the company, that have discontinued writing new business and substantially all of the company's asbestos and environmental exposures. The Group Benefits segment offers group life, accident and disability coverage, group retiree health and voluntary benefits to individual members of employer groups, associations, affinity groups and financial institutions. The Mutual Funds segment provides investment management, administration, distribution and related services. The Talcott Resolution segment is comprised of runoff business from the Company's U.S. annuity, international annuity, and institutional and private placement life insurance businesses, as well as the retirement plans and individual life businesses. The Hartford Financial Services Group was founded on May 10, 1810 and is headquartered in Hartford, CT.
Chairman, President & Senior Managing Director
Current
Chairman, President, Chief Executive Officer & Manager
2002 - ?
Hartford Investment Financial Services LLC, a subsidiary of The Hartford Financial Services Group, Inc., is a company headquartered in Simsbury, CT, that provides fund managment services. James Edward Davey and Robert Michael Arena are the current co-CEOs of the firm.
Fund Advisor
2011 - Prior
Wellington Management Co.'s investment approach is based on proprietary research. The firm's specialized portfolio management teams utilize in-house research to invest according to the investment philosophy, objective and process of each specific strategy. Portfolios are actively-managed based on the weight of the industry in the benchmark and using the best ideas from the firm's coverage universe. Wellington's investment strategies combine the use of fundamental research with quantitative valuation techniques.Wellington's equity and fixed-income investment selections are supported by global industry, regional and macroeconomic experts. Quantitative, technical, style and specialty research teams also contribute to the firm's equity investment processes. Wellington's fixed-income investment approach is based on credit, sovereign, quantitative and sector-based analysis. They seek to ensure that bottom-up investment decisions are made by also considering relevant top-down factors, and vice-versa.Wellington manages both regional and multi-currency multi-sector portfolios. Portfolios cover the duration spectrum from money market and short-term bonds to intermediate and market duration, core and core bond plus portfolios. The firm also invests in specific sectors including high yield, corporate, mortgage-backed, emerging markets and municipal bond portfolios.
Chief Executive Officer & Manager
Prior
Director of 401 (K) Alliance Management
Prior
Merrill Lynch & Co., Inc. provides wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch is a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1973 and is located in Charlotte, NC.
Executive Vice President
Prior
Hartford Life Insurance Co. provides insurance and financial services. It is the primary insurance company supporting the domestic business of Talcott Resolution segment of The Hartford Financial Services Group, Inc. The firm intends to pursue opportunities to reduce the size and risk of the annuity book of business while honoring the company's obligations to its annuity contract holders. The company was founded on February 16, 1978 and is headquartered in Simsbury, CT.
Professional
Prior

Boards & Committees

Corporate Boards ▾
Chairman, Board of Directors
Current
Hartford Funds Management Co. (HFMC) hires and is responsible for managing the sub-advisors that provide portfolio management services (including asset allocation decisions) for each Hartford Fund that uses a sub-advisor. The firm employs a comprehensive manager evaluation and selection process that uses both quantitative and qualitative methods to determine which investment strategies are best suited for inclusion in the Hartford Funds Family. HFMC prefers investment strategies that are managed by portfolio managers or investment teams that utilize an articulated investment process and understandable investment philosophy with appropriate risk-adjusted results.
Chairman, Board of Directors
Current
Lattice Strategies utilizes proprietary investment analyses and allocation methodologies. Risk management methodologies are used to manage market risk, portfolio risk, tax risk, cost risk, liquidity risk, and structural risk. Lattice portfolio managers create a variety of model portfolios in conjunction with the research team. The principal model portfolios include: the Lattice Liquid Endowment Series, the Lattice Liquid Alternatives Series, and the Lattice Income Series. The Lattice Liquid Endowment Series includes: the Lattice Endowment Strategy (defensive, the Lattice Endowment Strategy (balanced), and the Lattice Endowment Strategy (growth).The Lattice Liquid Alternatives Series includes: the Lattice Defensive Alternatives Strategy and the Lattice Directional Long/Short Strategy.The Lattice Income Series includes: the Lattice Diversified Income Strategy, the Lattice Diversified Income + Growth Strategy, and the Lattice Retirement Income Strategy.The Lattice Endowment Series portfolios include investments from virtually every liquid asset class to provide broad diversification. The Lattice Liquid Alternatives Series and Lattice Income Series portfolios include investments from a diverse array of investments within each strategy’s respective focus area.
Non-Profit Boards ▾
Member, Board of Governors
Current
The Investment Company Institute is the national association of U.S. investment companies, including mutual funds, closed-end funds, exchange-traded funds, and unit investment trusts.

Political Donations

$500
2014
Representative from Connecticut's 1st Congressional District
$5,000
2013
$5,000
2012
$500
2009
Former Senator from Connecticut
$250
2008
Representative from Connecticut's 1st Congressional District
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Transactions

Details Hidden
Hartford Alternative Strategies Fund raised money in a private placement transaction

Other Affiliations

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