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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Keith Howell Jr. | Portfolio Manager | 2021 | now |
自傳 | Keith is a member of Newton’s equity income team. In his current role, he is a portfolio manager for the Dynamic Large Cap Value Equity, Income Stock and Equity Income strategies. Keith 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, Keith was a senior research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Keith began his investment career in 2006 with BNY Mellon and has covered the financials, technology and industrials sectors. Keith earned an AB in Economics from Harvard University. He holds the CFA designation and is a member of the CFA Institute. | ||
John C Bailer | Deputy Head of Equity Income | 2004 | now |
自傳 | John is a member of Newton’s equity income team and is the lead portfolio manager for dividend-focused Large Cap Value strategies. John is responsible for creating the Income Stock strategy to meet demand from clients seeking attractively valued higher dividend income while not sacrificing dividend growth. He is also the lead portfolio manager for the Equity Income strategy, which emphasizes dividend growth stocks, and a senior research analyst on the Dynamic Large Cap Value strategy. 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 a senior portfolio manager and analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). He has managed dividend strategies for the firm since 2005. Previously, John was Chair of Mellon’s Proxy & Governance committee. John began his investment career in 1992 and has spent his entire career with BNY Mellon. John has a BS with distinction in Accounting and Information Management Systems from Babson College and an MS in Finance from Boston College. He received his CFA designation in 1997 and is a member of the CFA Institute and the CFA Society Boston. | ||
Brian Ferguson | Portfolio Manager | 2003 | now |
自傳 | Brian is a member of Newton’s equity income team. In his current role, Brian is the senior portfolio manager on the Dynamic Large Cap Value Equity strategy, a position he has held since 2003. Brian 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, Brian was a senior portfolio manager and research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Before joining BNY Mellon, Brian was a research analyst at Wellington Management. Prior to that, he was an assistant director of General Electric Capital Corporation’s corporate treasury group and graduated from GE's Financial Management Program. Brian has a BA in Economics and International Relations from Bucknell University and an MBA with a concentration in Finance from Columbia Business School. | ||
David S. Intoppa | Director | 2015 | 2023 |
自傳 | Mr. Intoppa, portfolio managers, is a senior research analyst on BNY Mellon AMNA's Dynamic Large Cap Value strategy. He joined BNY Mellon AMNA or a predecessor company in 2006 and has been employed by Dreyfus since 2015. | ||
Quinn R. Stills | Chairman & CIO | 2001 | 2003 |
自傳 | Mr. Stills is responsible for Small Cap Equity portfolio management at PIA. Prior to joining PIA, Mr. Stills Founded Palisades Investment Partners, LLC, a privately held institutional asset manager. Palisades specializes in small capitalization management for Taft-Hartley, corporate and public pension plans as well as family offices. Prior to launching Palisades, Mr. Stills was a regional president for Mellon Financial and a member of the Mellon West board of directors, as well as a senior portfolio manager for the Boston Company and Dreyfus Corp., themselves subsidiaries of Mellon Financial. In his capacity as a portfolio manager, Mr. Stills managed several equity funds. In total, Mr. Stills managed or co-managed in excess of $8 billion in institutional assets prior to founding Palisades. He has served on the Investment Committee of the International Foundation and as an executive officer of the board of directors of the Library Foundation of Los Angeles. In addition, Mr. Stills has made appearances on CNBC, Moneyline and CNNfn. Mr. Stills is a graduate of Vassar College and received his M.B.A. from Stanford University. | ||
Douglas D. Ramos | Senior Portfolio Manager, Head | 2001 | 2001 |
自傳 | Ramos is currently a senior portfolio manager and head of growth & income equities with The Dreyfus Corporation, his employer since 1997. Prior to joining the firm, he was a 12-year veteran of Loomis, Sayles & Company. Most recently, he served as an investment counselor where he managed $1.9 billion of the office's $4.1 billion in equity assets. He joined that firm in 1985 as a vice president and portfolio manager. | ||
Timothy M. Ghriskey | Senior Portfolio Manager | 1995 | 2001 |
自傳 | Timothy M. Ghriskey co-founded The Solaris Group LLC in 2003. His role is to oversee Solaris Asset Management, the investment management subsidiary. Previously, Tim founded Ghriskey Capital Partners, LLC, a specialized equity investment firm, in 2001. |
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