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Name | Title | Since | Until |
---|---|---|---|
Karen Miki Behr | - | 2021 | Now |
Biography | 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. | ||
John R Porter | Chief Investment Officer, Head of Equity | 2017 | Now |
Biography | 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. Earlier roles included head of equity, active equity chief investment officer, and senior portfolio manager at Mellon and The Boston Company Asset Management (both BNY Mellon group companies). Prior to joining BNY Mellon, John served as president and chair of the investment committee at Seaward Management. Before Seaward Management, John was the founder and chief investment officer of JP3 Capital Management LLC. Prior to JP3, he spent 15 years at Fidelity Investments in various portfolio manager and research roles. John has a BS and an MS in Aerospace Engineering from the University of Michigan and an MBA from the University of Chicago. | ||
Robert C. Zeuthen | Portfolio Manager | 2013 | 2023 |
Biography | 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. | ||
Todd W. Wakefield | Senior Portfolio Manager | 2005 | 2023 |
Biography | Todd is a member of Newton’s equity research team. In his current role, Todd is a senior portfolio manager on the US small mid cap team. He has worked on these strategies since inception and he currently covers the commodities, capital goods and consumer sectors. Todd 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, Todd was a senior portfolio manager and research analyst at Mellon Investments Corporation, The Boston Company Asset Management and Standish Mellon Asset Management (all BNY Mellon group companies). Prior to joining BNY Mellon, Todd served as a portfolio manager and analyst at Fleet Investment Advisors. Todd has a BS from the State University of New York at Oswego and an MBA from the Rochester Institute of Technology. He received his CFA designation in 1995 and is a member of the CFA Institute. | ||
Randall B. Watts | Dual Employee | 2001 | 2013 |
Biography | Randy is the Lead Portfolio Manager on The Boston Company’s US Small, Small Mid and Micro Cap Growth Investment Team. He also conducts research covering the technology software, internet and media industries for the team and acts as a Portfolio Manager on the Dreyfus Mid-Cap Growth Fund. Prior to joining The Boston Company, Randy served as a Portfolio Manager at Westfield Capital where he was responsible for more than $500 million in small and mid capitalization portfolios. Prior to that, he was an Equity Analyst with Freedom Capital Management. Randy received a BA in English from the University of Virginia and holds the Chartered Financial Analyst designation. | ||
Steven L. Gold | Investment Officer | 2000 | 2001 |
Biography | • BA - (Case Western Reserve University) • 24 years experience • Joined Turner in 2004 • Previous employment: Standish Mellon Equity, Aetna Life & Casualty • CFA Institute, Boston Security Analysts Society | ||
Jonathan F. Stone | Associate director, Senior Portfolio Manager | 2000 | 2000 |
Biography | Stone serves as associate director and senior portfolio manager with Standish, Ayer & Wood, his employer since 1997. Previously, he was a vice president of equity research with Adams, Harkness & Hill. | ||
Nicholas S. Battelle | - | 1991 | 2000 |
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