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Name | Title | Since | Until |
---|---|---|---|
Julianne D. McHugh | Portfolio Manager | 2015 | Now |
Biography | Julianne is a senior portfolio manager and Newton’s head of sustainable equities. As an experienced investor, she has been integral in identifying resources to support and enhance the integration of sustainability considerations into the firm’s investment practices. Julianne manages a selection of global and regional equity mandates. She is the lead portfolio manager for the BNY Mellon Large Cap Securities Fund, leveraging the global research team to deliver capital growth by investing in high quality US companies with strong positions in their industries. Julianne has led the Emerging Markets Research Fund since its inception in February 2014. She also serves as a portfolio manager for Newton’s Global Research Equity and Global First Decade Innovators strategies. Julianne 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, Julianne 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, Julianne was an equity analyst at State Street Research & Management. Julianne has a BS in Finance from Lehigh University and an MBA with a Financial Management track from MIT Sloan School of Management. | ||
Peter D. Goslin | Senior Portfolio Manager | 2014 | 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. | ||
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 |
C. Wesley Boggs | Senior Portfolio Manager | 2017 | 2019 |
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. | ||
William S. Cazalet | Portfolio Manager | 2015 | 2019 |
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. | ||
Elizabeth Slover | Director/ Portfolio Manager | 2014 | 2019 |
Biography | 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. | ||
Michelle Y. Chan | Vice President, Assistant Portfolio Manager | 2014 | 2019 |
Biography | Michelle is an Assistant Portfolio Manager in our International Value Equity Department and currently provides research coverage for China, Hong Kong, Indonesia, Malaysia, Philippines, Singapore, South Korea, Taiwan, and Thailand. Prior to joining The Boston Company, Michelle was employed at Ivy Management Inc. in Ft. Lauderdale, Florida as a research analyst. She was responsible for covering the Asia–Pacific security markets, including Australia and New Zealand. | ||
Ronald P. Gala | Managing Director | 2014 | 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 | ||
Gaurav Patankar | Managing Director | 2014 | 2016 |
Biography | Mr. Patankar is a managing director at TBCAM and a portfolio manager/senior analyst on TBCAM's global research team. |
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