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Nathan Luu Email & Phone Number

Equity Portfolio Analyst at Wellington Management
Location: Weston, Massachusetts, United States 5 work roles 2 schools
1 work email found @wellington.com 1 phone found area 617 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email n****@wellington.com
Direct phone (617) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Wellington Management
Role
Equity Portfolio Analyst
Location
Weston, Massachusetts, United States
Company size
3601 employees

Who is Nathan Luu? Overview

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Quick answer

Nathan Luu is listed as Equity Portfolio Analyst at Wellington Management, a company with 3601 employees, based in Weston, Massachusetts, United States. AeroLeads shows a work email signal at wellington.com, phone signal with area code 617, and a matched LinkedIn profile for Nathan Luu.

Nathan Luu previously worked as Senior Guideline Monitoring Analyst at Wellington Management and Guideline Monitoring Analyst at Wellington Management. Nathan Luu holds Bachelor'S Degree, Business Administration And Management, Finance from Questrom School Of Business, Boston University.

Company email context

Email format at Wellington Management

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{first_initial}{last}@wellington.com
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AeroLeads found 1 current-domain work email signal for Nathan Luu. Compare company email patterns before reaching out.

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Profile bio

About Nathan Luu

I graduated from Boston University's Questrom School of Business in 2020, with a concentration in Finance. I am currently a Guideline Monitoring Analyst at Wellington Management located in Boston.If you would like to know more about me, please feel free to connect or get in touch with me.

Listed skills include Leadership, Microsoft Powerpoint, Microsoft Office, Teamwork, and 9 others.

Current workplace

Nathan Luu's current company

Company context helps verify the profile and gives searchers a useful next step.

Wellington Management
Wellington Management
Equity Portfolio Analyst
Boston, MA, US
Website
wellington.com
Employees
3601
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Company profile
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5 roles

Nathan Luu work experience

A career timeline built from the work history available for this profile.

Senior Guideline Monitoring Analyst

Current
Wellington Management

Boston, Massachusetts, US

Jul 2024 - Present

Guideline Monitoring Analyst

Wellington Management

Boston, Massachusetts, US

  • Provide real-time, pre-trade, and post-trade support to equity and fixed income investment implementation teams to ensure that investment transactions and holdings are compliant with client guidelines and regulatory.
  • Collaborate with Portfolio Management, Trading, Relationship Management, Operations, and Legal to interpret and code client investment guidelines within our compliance system, Fidessa Sentinel.
  • Process and review guideline amendments to accurately reflect client's requirements and expectations.
  • Utilize Bloomberg to update client provided restricted lists covering multiple ESG - related restrictions.
Oct 2021 - Jul 2024

Fund Servicing Analyst

Jpmorgan Chase & Co.

New York, NY, US

  • Analyze client funds consisting of domestic and international equities, bonds, mutual funds, and FOFs with additional exposure to derivatives, corporate actions, FX and futures.
  • Perform and review the reconciliation of daily cash activities, expenses, assets, and price changes to calculate daily net asset value.
  • Work with global business partners to assist with resolving queries and escalating matters if needed in a timely manner.
  • Review and oversee daily fluctuations in NAV of 1000+ CTFs and Mutual Funds.
Aug 2020 - Oct 2021

Investment Intern

Horizon Capital Advisers

Ho Chi Minh City, VN

  • Built a financial model on Vietnam Engine and Agricultural Machinery Corporation (VEA: UPCOM) that included an exit valuation method, DCF valuation, comparable company analysis, and projected financials to support the.
  • Researched and constructed a 15+ page memo on VEA using Bloomberg to assist in data collection.
  • Delivered a “Follow” recommendation to the entire investment team, including the CEO, highlighting the company’s overall market position and upside potential.
Jun 2019 - Aug 2019
Team & coworkers

Colleagues at Wellington Management

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

EG Edmond Griffin, Cfa Edmond Griffin, Cfa Colleague at Wellington Management Greater Boston, United States View → KR Kimberly Reilly Kimberly Reilly Colleague at Wellington Management Boston, Massachusetts, United States, United States View → IM Isaiah Mathieu Isaiah Mathieu Colleague at Wellington Management Brookline, Massachusetts, United States, United States View → EJ Elise Jadhav Elise Jadhav Colleague at Wellington Management Boston, Massachusetts, United States, United States View → VR Vikas Rana Vikas Rana Colleague at Wellington Management United States, United States View → CT Carm Taglione Carm Taglione Colleague at Wellington Management Greater Boston, United States View → HM Hao Mei Hao Mei Colleague at Wellington Management Quincy, Massachusetts, United States, United States View → BK Benjamin Keating, Cfa Benjamin Keating, Cfa Colleague at Wellington Management Boston, Massachusetts, United States, United States View → CM Chiemi Morin Chiemi Morin Colleague at Wellington Management Greater Boston, United States View → DB Dylan Bresnahan Dylan Bresnahan Colleague at Wellington Management Wilmington, Massachusetts, United States, United States View →
2 education records

Nathan Luu education

Bachelor'S Degree, Business Administration And Management, Finance

Questrom School Of Business, Boston University

High School Diploma

Weston High School
FAQ

Frequently asked questions about Nathan Luu

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

What company does Nathan Luu work for?

Nathan Luu works for Wellington Management.

What is Nathan Luu's role at Wellington Management?

Nathan Luu is listed as Equity Portfolio Analyst at Wellington Management.

What is Nathan Luu's email address?

AeroLeads has found 1 work email signal at @wellington.com for Nathan Luu at Wellington Management.

What is Nathan Luu's phone number?

AeroLeads has found 1 phone signal(s) with area code 617 for Nathan Luu at Wellington Management.

Where is Nathan Luu based?

Nathan Luu is based in Weston, Massachusetts, United States while working with Wellington Management.

What companies has Nathan Luu worked for?

Nathan Luu has worked for Wellington Management, Jpmorgan Chase & Co., and Horizon Capital Advisers.

Who are Nathan Luu's colleagues at Wellington Management?

Nathan Luu's colleagues at Wellington Management include Edmond Griffin, Cfa, Kimberly Reilly, Isaiah Mathieu, Elise Jadhav, and Vikas Rana.

How can I contact Nathan Luu?

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

What schools did Nathan Luu attend?

Nathan Luu holds Bachelor'S Degree, Business Administration And Management, Finance from Questrom School Of Business, Boston University.

What skills is Nathan Luu known for?

Nathan Luu is listed with skills including Leadership, Microsoft Powerpoint, Microsoft Office, Teamwork, Microsoft Word, Data Analysis, Social Media, and Microsoft Excel.

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