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名称 | 标题 | 任期 | 至 |
---|---|---|---|
John R. Porter | Chief Investment Officer, Head of Equity | 2021 | now |
背景介紹 | John is Newton’s chief investment officer and head of equity. John is responsible for overseeing all equity strategies. He is also lead portfolio manager for the US Small, Mid and Large Cap Growth Equity strategies. John joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, John was chief investment officer at Mellon Investments Incorporation. | ||
Karen Miki Behr | - | 2021 | now |
背景介紹 | Miki is a member of Newton’s equity opportunities team. In her current role, she is a portfolio manager on the growth funds. Miki joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Miki was a senior research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Previously, she was a research analyst with a focus on healthcare. Over her 14 years at the firm, she covered the consumer staples, consumer discretionary and healthcare sectors across EM, EAFE and the US. Prior to joining BNY Mellon, Miki worked at Leerink Swann & Co., a healthcare investment bank, advising venture capital and private equity firms as well as pharmaceutical, biotech and medical-device companies on strategic growth opportunities. | ||
Monty Kori | Head of Growth Cyclical | 2019 | 2023 |
背景介紹 | Monty is a member of Newton’s equity research team. In his current role, Monty heads up the growth cyclicals pod and is a senior research analyst on the global research team. He is also the portfolio manager of the US Manufacturing Fund. Monty joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Monty was a senior research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Prior to joining BNY Mellon, Monty was a sector portfolio manager at Fidelity Management & Research Company. He also served as a research analyst over his ten-year career at Fidelity. Previously, he was an associate at Stone Point Capital and an investment banking analyst at Morgan Stanley in New York. Monty has a BS in Electrical Engineering from Johns Hopkins University and an MBA from the Kellogg School of Management at Northwestern University. Joined Newton: 2021 Joined BNY Mellon group of companies: 2017 Joined industry: 2000 | ||
Matt Jenkin | Research Analyst - Research & Development | 2019 | 2023 |
背景介紹 | Matt is a member of Newton’s equity research team. Matt is responsible for covering the healthcare sector, specifically biopharmaceutical and medical-technology companies, and managing portfolios in the Smart Cures Innovation strategy. Matt joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Matt was a senior research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Prior to joining BNY Mellon, Matt served as a portfolio manager and analyst covering the healthcare sector at Balyasny Asset Management. Prior to that, he managed global long/short equity healthcare hedge funds and covered the pharmaceuticals, biotechnology and healthcare services industries at Lehman Brothers/Barclays Capital. Prior to joining the investment industry, Matt was a senior research scientist at SmithKline Beecham. Matt has a BS in Biology from Tulane University and an MBA from New York University. Joined Newton: 2021 Joined BNY Mellon group of companies: 2015 Joined industry: 2000 | ||
Erik Swords | - | 2019 | 2022 |
背景介紹 | Erik Swords with company 19 years, Industry experience 19 years Erik Swords is a head of global technology strategies on the fundamental thematic team at Voya Investment Management. He joined the firm following Voya’s integration of certain assets and teams comprising the substantial majority of Allianz Global Investors U.S. business, where he was a lead portfolio manager, managing director and led the U.S. global technology team. Prior to that, he worked at Newton Investment Management for 16 years, leading one of BNY Mellon’s largest technology strategies, along with several other thematic portfolios focused on technology and related sectors. Previously, he worked as a research analyst covering the software sector at Pilgrim Baxter Associates, Exis Capital Management and Credit Suisse First Boston Technology Group. Erik earned a BS in finance from Lehigh University. | ||
Leigh N. Todd | Managing Director | 2019 | 2021 |
背景介紹 | Ms. Todd is a managing director and senior research analyst at Mellon Investments Corporation ("Mellon") and joined Mellon's predecessor company in 2005. She was previously employed by Dreyfus, and affiliated BNY Mellon company, since 2001. Prior to that, she was employed by State Street Global Advisors. | ||
Barry K. Mills | Lead Portfolio Manager | 2008 | 2019 |
背景介紹 | Mills is a portfolio manager and senior managing analyst with Drefyus, his employer since 1999. Prior to joining the firm, he served as a portfolio manager with Phoenix Funds. From 1995-February 1997, he served as Director of Research for Howe and Rusling, Inc. | ||
David M. Sealy | Portfolio Manager | 2008 | 2019 |
背景介紹 | Sealy is a portfolio manager at Dreyfus. He is a vice president, portfolio manager and research analyst at The Boston Company Asset Management, LLC, an affiliate of Dreyfus, where he has been employed since June 2005. He also has been employed by Dreyfus since May 1997. | ||
Elizabeth Slover | Director/ Portfolio Manager | 2005 | 2019 |
背景介紹 | Elizabeth is the Director of The Boston Company’s Global Research Team, overseeing research for the U.S., EAFE and Emerging Markets. Elizabeth is also a Portfolio Manager on the US Large Cap Growth Equity strategy. Before joining The Boston Company, Elizabeth was with Chancellor LGT Asset Management (now Invesco), where she worked for the Director of Equities, responsible for managing the Equity Research Group. Before joining Chancellor, Elizabeth was in the Equity Research Department of Smith Barney, where she worked for the Chief Investment Strategist. She received a BA in Political Science from Union College. | ||
Martin D. Stephan | Vice President, Portfolio Manager | 2006 | 2008 |
背景介紹 | Stephen is vice president and portfolio manager with The Boston Company Asset Management LLC. He holds the Chartered Financial Analyst designation. |
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