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Name | Title | Since | Until |
---|---|---|---|
Peter D. Goslin | Senior Portfolio Manager | 2015 | Now |
Biography | Peter is a member of Newton’s equity income team. Peter oversees multi-factor equity portfolio management and is responsible for the portfolio management and implementation of systematic equity investment strategies. Peter collaborates with quantitative and fundamental equity researchers to evolve the systematic investment processes and set the research agenda. Peter 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, Peter was a senior portfolio manager and trader at Mellon Investments Corporation, Mellon Capital and Mellon Equity Associates (all BNY Mellon group companies). Prior to joining BNY Mellon, Peter worked as a proprietary derivatives trader and NASDAQ market maker for Merrill Lynch in New York. Previously, he ran Merrill’s equity index option desk at the Chicago Mercantile Exchange. Peter has a BS in Finance and Computer Science from St. Vincent College and an MBA in Finance from the University of Notre Dame. He received his CFA designation in 2000 and is a member of the CFA Institute and the CFA Society Pittsburgh. | ||
Adam T. Logan | Senior Portfolio Manager | 2019 | 2022 |
Biography | Mr. Weiner received his B.A. in Economics and Mathematics from Cornell University and a Masters of Science in Economics from the University of London. He has been employed by Mellon or a predecessor company since 1998, and by BNYM Investment Adviser since December 2019. Previously, he performed duties as a financial analyst in Mellon Financial Corporation's corporate finance department. He is currently responsible for the management of client portfolios with a specific focus on mid and small capitalization securities. He has earned the right to use the Chartered Financial Analyst designation. | ||
Syed A. Zamil | co-Portfolio Manager | 2017 | 2021 |
Biography | Mr. Zamil is a managing director and global investment strategist at Mellon Capital, where he has been employed since October 2015. Prior to joining Mellon Capital, Mr. Zamil was employed from October 2012 until October 2015 by American Century Investments as a portfolio manager and from April 2011 until September 2012 by BlackRock as an investment strategist. | ||
Chris Yao | - | 2019 | 2021 |
William S. Cazalet | Portfolio Manager | 2014 | 2020 |
Biography | Mr. Cazalet has been employed by Dreyfus since 2014. He is a managing director and head of active equity strategies at Mellon Capital, where he has been employed since July 2013. Prior to joining Mellon Capital, Mr. Cazalet was employed from November 2011 until June 2013 by Commonfund, Inc. where he was responsible for U.S. west coast and international clients. From October 2005 until December 2010, he served as global co-head of long short equity strategies at AXA Rosenberg, where he was responsible for strategy and portfolio design, product development and marketing. | ||
C. Wesley Boggs | Senior Portfolio Manager | 2009 | 2020 |
Biography | Mr. Boggs is a vice president and senior portfolio manager at Mellon Capital. Boggs has been with Mellon Capital since 1993, and has been an assistant vice president and senior portfolio manager at Mellon Capital since January 2001. In September 2007, he became dual employees of Dreyfus and Mellon Capital. | ||
Ronald P. Gala | Managing Director | 2012 | 2018 |
Biography | Team leader and senior portfolio manager for the active equity portfolios Former Principal Officer of Mellon Equity Associates, LLP Member and past president of the CFA Society of Pittsburgh and a member of the CFA Institute | ||
Warren Chiang | Research Associate | 2012 | 2015 |
Biography | Mr. Chiang oversees portfolio management for GMO’s Systematic Equity team and is the head of the Emerging Markets Select Equity team. He is a partner of the firm. Prior to joining GMO in 2015, he worked at Mellon Capital Management as a Managing Director of Active Equity Strategies. Previously, he worked at the Federal Reserve Bank of San Francisco as a research associate. Mr. Chiang earned his bachelor's degree in Economics and his MBA from the University of California Berkeley. He is a CFA charterholder. | ||
Jocelin Reed | Senior Equity Portfolio Manager | 2012 | 2013 |
Biography | Ms. Reed brings over 25 years of equity investment experience to The Swarthmore Group. Most recently she was a Portfolio Manager and Principal at AJO Partners following the majority of her career as a Portfolio Manager at Mellon Capital and Mellon Equity. She has led and learned with investment teams overseeing equity strategies across the globe, style, and capitalization continuum primarily focused on the institutional asset owner base. A CFA charterholder since 1998, Jocelin received her MBA with a focus on Finance and Strategic Planning from the University of Pittsburgh and her BS in Finance and Economics from The Pennsylvania State University. | ||
Prabhu Palani | Senior Vice President | 2009 | 2010 |
Biography | Prabhu Palani is senior vice president and director of institutional strategies. His current responsibilities include development and management of Franklin institutional investment products. He is the lead portfolio manager of Franklin Structured Equity strategies. Prior to joining Franklin Templeton, Mr. Palani was a portfolio manager at Barclays Global Investors, where his responsibilities included managing structured portfolios of over US$10 billion for some of the largest pension plans in the world. In addition, Mr. Palani has held portfolio management positions with NatWest Bank. Mr. Palani earned a bachelor of commerce degree from the University of Madras as well as an M.S. in accounting and master of public administration degrees from the University of Delaware. He is a Chartered Financial Analyst (CFA) Charterholder and a Chartered Accountant (ACA). In addition, he is a member of the Security Analysts of San Francisco (SASF) and the CFA Institute. |
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