कृपया अन्य खोज का प्रयास करें
नाम | शीर्षक | पहले | जब तक |
---|---|---|---|
Brian Byrnes | Research Analyst - Secular | 2024 | अभी |
जीवनी | Brian joined Newton Investment Management in August 2022 and is an Equity Research Analyst within the Secular Pod covering small-cap tech. Prior to joining Newton Investment Management, Brian was a Research Analyst at Eaton Vance acting in a generalist capacity and prior to that held various investment roles at Vanguard. Brian graduated from Elon University and is a CFA1 Charterholder. Outside of work, Brian enjoys reading, cooking, and taking road trips to uncover new locations to surf and ski. Joined Newton: 2022 Joined BNY Mellon group of companies: 2022 Joined industry: 2013 | ||
Robert C. Zeuthen | Portfolio Manager | 2022 | अभी |
जीवनी | Rob is a member of Newton’s equity research team and is a senior portfolio manager on the small mid cap equity team and the lead portfolio manager for the Mobility Innovation strategy. In addition to portfolio management duties, he is responsible for research coverage of the information technology sector. Rob 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, Rob was a senior portfolio manager at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Prior to joining BNY Mellon, Rob worked at Bricoleur Capital leading technology investing for its long/short hedge fund. Rob began his career at Prudential and its subsidiary Jennison Associates, where he helped launch a US small-cap fund and served as an analyst and portfolio manager for global small-cap equities. Rob has a BS with honors in Finance from Boston College. He holds the CFA designation and is a member of the CFA Institute. | ||
Jonathan Piskorowski | Research Analyst - Secular | 2022 | 2024 |
जीवनी | Jonathan Piskorowski, CFA, Portfolio Manager, is a co-manager of the CIBC Atlas Mid Cap Equity Fund. Prior to joining the Adviser, Mr. Piskorowski worked for Newton Investments, a subsidiary of BNY Mellon. During his tenure there, he was a co-manager of the BNY Mellon Technology Growth Fund, as well as a research analyst covering technology and financial services for the firm’s small- and mid-cap investment strategies. Previously he served as a member of the venture capital team at Commonfund Capital and started his career as an investment banking analyst for the healthcare group at UBS. Mr. Piskorowski has been in the financial services industry for more than 20 years. | ||
James M. Boyd | Director | 2022 | 2022 |
जीवनी | Jim is a member of Newton’s equity research team, primarily responsible for covering secular growth companies with an emphasis on the fintech, payments and software industries. Jim 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, Jim was a senior portfolio manager of the Small and Mid-cap Opportunistic strategies at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). During his time at Mellon, Jim served as the team’s financial services, real estate, and business services analyst. Before joining BNY Mellon, Jim was a senior equity research analyst at State Street Global Advisors. Earlier in his career, Jim was an assistant portfolio manager and a senior research analyst at Harbor Capital Management. Jim started his career at John Hancock Advisors, where he received three years of detailed, income statement and balance-sheet analysis training from a former FDIC bank examiner. Jim has a BA in Economics and History from Colgate University, where he graduated magna cum laude, and a master’s degree in Finance from Boston College. He received his CFA designation in 1999 and is a member of the CFA Institute. | ||
Justin R Sumner | Senior Portfolio Manager | 2020 | 2022 |
जीवनी | Justin is a senior research analyst on the Global Research team. He is responsible for covering the global cyclical technology sector. Justin is also a portfolio manager on the Core Research Technology Sector Equity and Internet of Things strategies. Prior to joining the firm in 2007, Justin worked as an equity analyst for Sentinel Asset Management where he covered the technology, media and telecommunications sectors. Previously, he served as a senior equity analyst at AmSouth Asset Management on the AmSouth Capital Growth and AmSouth Large Cap funds, and as an associate investment analyst at American Century Investment Management on the American Century Technology fund. Justin has been in the investment industry since 1998. Justin earned a BS in economics from the University of Kansas. He holds the CFA® designation and is a member of the CFA Institute and the CFA Society of Boston. | ||
Erik Swords | Managing Director, Head of Global Technology | 2008 | 2022 |
जीवनी | 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. | ||
Matthew D. Griffin | Portfolio Manager | 2020 | 2021 |
जीवनी | Mr. Griffin, a managing director and senior research analyst on the Core Research Team at TBCAM since 2006. He also has been employee of Dreyfus since 2009. Matt earned a BA in Economics from Duke University. He holds the Chartered Financial Analyst designation. | ||
Barry K. Mills | Lead Portfolio Manager | 2007 | 2019 |
जीवनी | 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. | ||
Elizabeth Slover | Director/ Portfolio Manager | 2011 | 2019 |
जीवनी | 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. | ||
Matthew D. Griffin | Portfolio Manager | 2008 | 2019 |
जीवनी | Mr. Griffin, a managing director and senior research analyst on the Core Research Team at TBCAM since 2006. He also has been employee of Dreyfus since 2009. Matt earned a BA in Economics from Duke University. He holds the Chartered Financial Analyst designation. |
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