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Nom | Titre | Depuis | Jusqu’à |
---|---|---|---|
James A. Lydotes | Deputy Chief Investment Officer | 2015 | Maintenant |
Biographie | Jim is Newton’s deputy chief investment officer of equity. He is the lead portfolio manager for the Global Infrastructure Dividend Focus Equity, International Equity, International Small Cap Equity and Global Healthcare REIT strategies. Jim has been the lead portfolio manager on the Global Infrastructure Dividend Focus Equity and Global Healthcare REITs strategies since their inceptions in 2011 and 2015 respectively, engineering both outcome-oriented income strategies to provide exposure to distinct themes in a risk-aware framework. | ||
Chris Yao | - | 2019 | 2021 |
Andrew Leger | Portfolio Manager | 2015 | 2019 |
Biographie | Andrew is a member of Newton’s small cap equities team. In his current role, Andrew is a senior portfolio manager. He is primarily responsible for research coverage of the non-US energy, materials and industrials sectors. Andrew 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, Andrew was a senior portfolio manager and senior research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Prior to joining BNY Mellon, Andrew worked at BlackRock Inc., where he co-managed the Small Cap Growth and Mid Cap Growth funds and conducted research on industrial, energy, materials and consumer stocks. Previously, he served in analyst roles at Schroders Investment Management and Delphi Management. Andrew has a BA in Economics and Communications from Wake Forest University. | ||
Mark A. Bogar | Portfolio Manager | 2010 | 2019 |
Biographie | Mark A. Bogar, CFA Executive Vice President, Active Equity CIO Mark is one of Mellon’s Active Equity CIOs. In this role, he oversees the Emerging Market and Thematic portfolio management teams. Before joining the firm, Mark served as a portfolio manager at Putnam Investments, overseeing the firm’s Consumer sector group. Mark also held positions as an equity analyst, working with all styles of domestic and international stocks (value, core and growth), and as manager of Pricing Operations. He began his career at State Street in mutual fund accounting. | ||
Sean P. Fitzgibbon | - | 2010 | 2015 |
Biographie | Sean P. Fitzgibbon, CFA Executive Vice President, Senior Portfolio Manager Sean is the lead portfolio manager for the firm's Thematic Active Equity and Emerging Markets Equity strategies. Previously, he worked in research, covering Health Care, Consumer Discretionary, Consumer Staples, Financials and Utilities. Sean received a BS in economics from Northeastern University and an MBA from Babson College. He holds the CFA® designation and is a member of the CFA Institute and the CFA Society Boston. | ||
Clifford A. Smith | Senior Vice President | 2013 | 2015 |
Biographie | Clifford A. Smith, Senior Managing Director have been with The Boston Company since 1998, Prior to becoming portfolio managers in March 2003, he served as research analysts. Mr. Smith has served as a portfolio manager for a portion of the International Equity Fund since September 2004. Mr. Smith also serves as Director of Research for The Boston Company’s non-US Value Investment Team. Prior to joining The Boston Company, he was employed as a Telecommunications and Technology industry analyst for the Corporate Banking Division of Mellon Bank. Smith holds the Chartered Financial Analyst designation. | ||
D. Kirk Henry | executive Vice President, Director, Portfolio Manager | 2002 | 2015 |
Biographie | Henry is executive vice president, director, and portfolio manager with The Boston Company Asset Management, LLC. Henry holds the Chartered Financial Analyst designation. | ||
William S. Patzer | Portfolio Manager | 2007 | 2009 |
Biographie | Patzer is a portfolio manager of Dreyfus and its affiliate, The Boston Company Asset Management LLC. He is also a research analyst covering the health care sector for TBCAM since November 2005. Prior to joining TBCAM, Patzer served as a senior analyst with Goldman Sachs Asset Management. Prior to joining Goldman Sachs, he was a co-manager for the Global Value Fund at Merrill Lynch Investment Managers from 1997 to 2003. Patzer holds the Chartered Financial Analyst designation. | ||
Remi J. Browne | Managing Director, Lead Portfolio Manager | 2005 | 2007 |
Biographie | Remi J. Browne, CFA, Managing Director-International Equity Team, has been a member of the Fund’s portfolio management team since August 2007. He is also lead manager of International Fund-Core Equity and a member of the portfolio management team for the International Small-Mid Cap Fund, as well as lead manager of MCM’s international core equity discipline, a member of the team managing MCM’s international small-cap equity discipline, and lead analyst of the financials sector for MCM’s international team. Immediately before joining MCM in August 2007, Mr. Browne was a SVP with The Boston Co. | ||
Henry D. Kirk | - | 2002 | 2003 |
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