Cole Mccubrey
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Cole Mccubrey Email & Phone Number

Investment Analyst - Hedge Fund Investor Relations at Wellington Management
Location: Boston, Massachusetts, United States 3 work roles 3 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Wellington Management
Role
Investment Analyst - Hedge Fund Investor Relations
Location
Boston, Massachusetts, United States
Company size
3601 employees

Who is Cole Mccubrey? Overview

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Quick answer

Cole Mccubrey is listed as Investment Analyst - Hedge Fund Investor Relations at Wellington Management, a company with 3601 employees, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Cole Mccubrey.

Cole Mccubrey previously worked as Senior Portfolio Data Analyst at Harbourvest Partners and Portfolio Data Analyst at Harbourvest Partners. Cole Mccubrey holds Master'S Degree, Finance, General, Magna Cum Laude from Bentley University - Mccallum Graduate School Of Business.

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Wellington Management

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Profile bio

About Cole Mccubrey

As a Senior Portfolio Data Analyst at HarbourVest Partners, I monitor and compile primary and secondary investment data from general partners, and collaborate with accounting and treasury teams to reconcile cash flow adjustments, asset sales, and new commitments. I also analyze capital calls and distributions to reflect accurate cash flows across the firm’s different investment funds, and update valuation metrics for partnership portfolio companies using quarterly financial statements. I have a Master's degree in Finance from Bentley University, where I advanced my skills in financial modeling, mergers and acquisitions, fixed income, and equity research. I also have a Bachelor's degree in Finance from the University of Massachusetts Amherst, where I was a member and a captain of the football team. My experiences as a collegiate student-athlete have shaped my accountability, leadership, and interpersonal skills, and have motivated me to contribute both professionally and personally to the organizations I work with. I aim to leverage my unique skill set and investment data expertise to help solve complex problems and achieve goals.

Current workplace

Cole Mccubrey's current company

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Wellington Management
Wellington Management
Investment Analyst - Hedge Fund Investor Relations
Boston, MA, US
Website
wellington.com
Employees
3601
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3 roles

Cole Mccubrey work experience

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Senior Portfolio Data Analyst

Current
Harbourvest Partners

Boston, Massachusetts, United States

  • Reviewed weekly Investment Committee presentation materials to prepare for upcoming asset sale transactions and prospective investment manager updates
  • Collaborated with investment operations teams to reconcile cashflow activity, asset sales and project debt
Feb 2024 - Present

Portfolio Data Analyst

Harbourvest Partners

Boston, Massachusetts, United States

  • Analyzed partnership financial statements, quarterly reports, capital calls and distributions
  • Organized SMA deliverables on a weekly basis that tracked fund level cashflows across partnerships
  • Monitored primary and secondary investment data received from general partners when closing commitments
  • Modeled individual partnership valuation templates in excel to accurately track portfolio company metrics
Nov 2022 - Mar 2024
Team & coworkers

Colleagues at Wellington Management

Other employees you can reach at wellington.com. View company contacts for 3601 employees →

AV Anthony Vaccari Anthony Vaccari Colleague at Wellington Management Boston, Massachusetts, United States, United States View → MR Michael Ruvido Michael Ruvido Colleague at Wellington Management United States, United States View → KH Karthik H Karthik H Colleague at Wellington Management Denver Metropolitan Area, United States View → AK Amy Kramer Amy Kramer Colleague at Wellington Management United States, United States View → EC Elizabeth Chisholm Elizabeth Chisholm Colleague at Wellington Management Greater Sydney Area, Australia View → MP Melanie P. Melanie P. Colleague at Wellington Management Boston, Massachusetts, United States, United States View → VM Vinnie Manani Vinnie Manani Colleague at Wellington Management London, England, United Kingdom, United Kingdom View → PB Paul Brogna Paul Brogna Colleague at Wellington Management Peabody, Massachusetts, United States, United States View → CV Chloe Valcourt Chloe Valcourt Colleague at Wellington Management Boston, Massachusetts, United States, United States View → RH Rob Harris, Esq. Rob Harris, Esq. Colleague at Wellington Management Boston, Massachusetts, United States, United States View →
3 education records

Cole Mccubrey education

Finance, General, 3.9/4.0

University Of Massachusetts Amherst

Activities and Societies: Division I Football • Elected as Team Captain 2020 • Phil Steele All Independent Second Team 2020 • Improved.

FAQ

Frequently asked questions about Cole Mccubrey

Quick answers generated from the profile data available on this page.

What company does Cole Mccubrey work for?

Cole Mccubrey works for Wellington Management.

What is Cole Mccubrey's role at Wellington Management?

Cole Mccubrey is listed as Investment Analyst - Hedge Fund Investor Relations at Wellington Management.

Where is Cole Mccubrey based?

Cole Mccubrey is based in Boston, Massachusetts, United States while working with Wellington Management.

What companies has Cole Mccubrey worked for?

Cole Mccubrey has worked for Wellington Management and Harbourvest Partners.

Who are Cole Mccubrey's colleagues at Wellington Management?

Cole Mccubrey's colleagues at Wellington Management include Anthony Vaccari, Michael Ruvido, Karthik H, Amy Kramer, and Elizabeth Chisholm.

How can I contact Cole Mccubrey?

You can use AeroLeads to view verified contact signals for Cole Mccubrey at Wellington Management, including work email, phone, and LinkedIn data when available.

What schools did Cole Mccubrey attend?

Cole Mccubrey holds Master'S Degree, Finance, General, Magna Cum Laude from Bentley University - Mccallum Graduate School Of Business.

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