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Nome | Título | Desde | Até |
---|---|---|---|
James A. Lydotes | - | 2015 | Agora |
Biografia | 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 |
Biografia | 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 | 2015 | 2019 |
Biografia | 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. |
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