Jim 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, Jim had 22 years of experience across multiple roles at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies).
Prior to joining BNY Mellon, Jim served as a fixed-income business analyst at Wellington Management Company.
Jim earned a BA in Economics from Syracuse University. He received his CFA1 designation in 2011 and is a member of the CFA Institute, the CFA Society Boston and the Boston Committee on Foreign Relations.
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