Our people

In-house research analysts are at the core of our investment process. Our multi-dimensional research platform spans fundamental, thematic, ESG, quantitative, geopolitical, investigative and private-market research. This approach leads, we believe, to better decisions and more comprehensive access to information.

Our portfolio managers have a wide range of backgrounds and experience. They provide a powerful combination of perspectives in seeking to harness the recommendations of our research analysts effectively in portfolios.

Experience: Judy has held a variety of senior roles during her extensive career in financial services, including 25 years working across international markets. She has held positions as CEO, President and COO within the investment management and wealth management industries, including a tenure as President and CEO of Fidelity Investments Japan from 2011 to 2016 and President of Fidelity Institutional Asset Management from 2017 to 2020.

During her Fidelity Investments tenure, she was a Director for several regulatory boards, governing operating and investment advisory businesses.

She was also named one of the “25 Most Influential Women in Asset Management” by Asian Investor Magazine, 2014.

Qualifications: Judy graduated from Cornell University with a BSc in Business Management and Marketing and also completed a Master of Business Administration, with honours, from Boston University. She recently attended “Women on Boards: Succeeding as a Corporate Director” at Harvard Business School.

Board Committee Membership: Chair of the NIM NIMNA Boards, Director of NIM Board, Independent Non-Executive Manager of NIMNA Board, Chair of NIM NIMNA Nominations Committee, Member of NIM NIMNA Remuneration Committee, Member of NIM NIMNA Board Risk Committee.

External Appointments: Judy’s exemplary leadership and organisation management skills had gained her appointments on numerous Fidelity Investment committees including its Global Asset Management Compensation Committee, Global Ethics Committee, US Technology Advisory Council, and was the Executive sponsor for the Fidelity Institutional Diversity & Inclusion Initiative, a recognition of her leadership in advancing the careers and products offered to women and under-presented groups.

Interests: Judy enjoys spending time with her family, travelling, painting, and international cooking.

Nationality: American
Joined Industry: 1986
Joined Newton: 2022
Date Appointed to NIM Board: 1 July 2022

Experience: Kevin has held a number of senior roles during his 32-year executive career, including being CEO at Old Mutual Asset Managers in the UK and the US, Main Partner and Head of the European Investment Practice at Watson Wyatt LLP, and Managing Director and Head of EMEA Pension Advisory Group at JP Morgan Securities Limited.

Qualifications: Having graduated from the University of Natal with a BSc Hons (cum laude) in Chemistry, Kevin completed an MBA at the Wits Graduate School of Business, Johannesburg, and a PhD in Finance at the University of Cape Town. He is also a Chartered Financial Analyst.

Board Committee Membership: Director of NIM Board, Chair of NIM Remuneration Committee, Member of NIM Board Risk Committee, Member of NIM Nominations Committee.

External Appointments: Since 2009, Kevin has held a number of non-executive directorship and chair positions at investment firms, including Murray International plc, Lowland Investment Company plc, JPMorgan American Investment Trust Plc, BBC Pension Trust Limited, Henderson Smaller Companies Investment Trust Plc, Aspect Capital Limited and Hermes GPE LLP.

Interests: Kevin enjoys spending time with his young grandchildren and has a keen interest in classical music. Kevin also undertakes various roles in the London Church he attends.

Nationality: British
Joined Industry: 1977
Joined Newton: 2019
Date Appointed to NIM Board: 1 March 2019

Experience: Sharon has held a variety of senior roles during her extensive career in financial services, including being Managing Director and Head of Private Client & Institutions at Blackrock for its iShares ETF business, President of F-Squared Capital, Senior Strategic Advisor to the President of BNY Mellon Investment Management and Executive Vice President of Beta Solutions & Sustainable Investing at Oppenheimer Funds. Sharon’s most recent position was the President and CEO of Life & Retirement Funds for AIG.

In 2019, Sharon was named “Most Notable Women in Finance” by Crain’s New York.

Qualifications: Sharon received a B.S. in Business Management from the University of Delaware and earned her Certified Management Analyst designation from the University of Pennsylvania’s Wharton School of Business.

Board Committee Membership: Director of NIM Board, Independent Non-Executive Manager of NIMNA Board, Chair of NIM NIMNA Board Risk Committee, Member of NIM NIMNA Remuneration Committee, Member of NIM NIMNA Nominations Committee.

External Appointments: Sharon is on the Board of Women in ETFs and Wake Forest University School of Business. Sharon also served on the DHB Capital Board, Mutual Fund and Retirement Board for AIG, and recently served as Co-Chair of the ETF and Managed Solutions Committee for the Money Management Institute.

Appointed in August 2021, Sharon is a Senior Partner at The TIFIN Group, where she also serves on the Advisory Committee.

Interests: Sharon enjoys skiing, hiking, yoga as well as musical pursuits.

Nationality: American
Joined Industry: 1987
Joined Newton: 2021
Date Appointed to NIM Board: 14 December 2021

Hanneke is responsible for the strategic direction and the resulting company performance for BNY Mellon Investment Management. In her role, Hanneke provides day to day oversight of the Investment Management firms, coordinating the efforts of senior executives and collaborating with them to execute their strategic objectives and actions.

Experience: Hanneke was previously CEO of Newton Investment Management, a BNY Mellon Investment Management firm, from 2016 to 2020.

Hanneke started her career as an Investment Manager at Pantheon Ventures and worked for Philips China Hong Kong Group. She then joined private equity firm Adams Street Partners in 1997 to build out its global investment capabilities, and successfully launched its presence in Europe and Asia. She served on its Executive Committee from 2001 to 2014, having been Chief Investment Officer from 2008 to 2014.

Qualifications: Hanneke has a BBA from Nijenrode University, Netherlands and an MBA from the London Business School.

Board Committee Membership: Director of NIM Board, Manager of NIMNA Board, Chair of NIMNA Remuneration Committee, Member of NIM Remuneration Committee, Member of NIM NIMNA Nominations Committee.

External Appointments: Hanneke is the Global Chair of the 30% Club, a campaign led by Chairs and CEOs of companies committed to increasing gender diversity at the board and executive levels of organisations around the world. Hanneke is passionate about inequality and serves as Chair of Impetus, a venture philanthropy organisation which backs charities to transform the lives of disadvantaged young people. She is Trustee of the Education Endowment Foundation (EEF), founded in 2011 by The Sutton Trust in partnership with Impetus. Hanneke was also a Non-Executive Director to the Court of the Bank of England, and a co-founder and first Chair of Level 20, a not-for-profit organization set up in 2015 to inspire women to join and succeed in the private equity industry.

Interests: Away from work, alongside enjoying time with her family, Hanneke loves to travel, is an avid reader, as well as a keen tennis player and skier and still trying to improve her golf.

Nationality: Dutch
Joined Industry: 1992
Joined Newton: 2016
Joined BNY Mellon: 2020
Date Appointed to NIM Board: 11 August 2016

As CEO, Euan manages and leads Newton’s business by establishing and developing appropriate business goals, that is both short term targets and strategic objectives to ensure that clients are well served, that the firm succeeds commercially and that it attracts and retains talented people. Euan is Chair of the Executive Management Committee and the NIM NIMNA Investment Oversight Committee.

Experience: Euan is a seasoned investment management executive with a background in macro investing. He started his career as an Actuarial Trainee at Scottish Provident to then joining Standard Life Investments (SLI) as an Inflation-Linked Portfolio Manager in 1995. Euan spent nearly 20 years at SLI where he was Head of Multi-Asset and Fixed-Interest Investing and was latterly a member of that company’s board.

Euan joined Newton from Aviva Investors where he was Chief Executive Officer and a member of the Aviva plc group executive team for 7 years.

Qualifications: Euan has a first-class honours degree in Physics from the University of Edinburgh and is a Fellow of the Faculty and Institute of Actuaries. He is also a graduate of the Advanced Management Program at Wharton Business School, Philadelphia.

Board Committee Membership: Director of NIM Board, Manager of NIMNA Board, Member of NIM NIMNA Board Risk Committee, Member of NIM NIMNA Nominations Committee.

Interests: Euan enjoys spending time with his family, trying to keep fit by playing golf and running, and walking in the Scottish hills with his wife and deerhound dog and is an active member of his local church.

Nationality: British
Joined Industry: 1992
Joined Newton: 2021
Date Appointed to NIM Board: 23 June 2021

James ensures that risks to the Newton business and its employees are identified and mitigated effectively. In his role, James is the Chair of the NIM NIMNA Risk and Compliance Committee.

Experience: James acquired a range of experience in high-profile roles at BNY Mellon Asset Management International and at the Financial Services Authority (the principle financial services regulatory body in the UK at that time).

He initially served as Newton’s Chief Compliance Officer, assuming the Chief Risk Officer Role in 2015.

Qualifications: James holds a diploma from the Securities Institute and a BA in Industrial Economics from Nottingham University.

Board Committee Membership: Director of NIM Board, Member of NIM NIMNA Board Risk Committee.

Interests: Outside of work, James enjoys spending time with his family, plays and watches golf and cricket and is a keen gardener.

Nationality: British
Joined Industry: 1998
Joined Newton: 2012
Date Appointed to NIM Board: 1 April 2023

In this role, John leads a range of centralised functions including Broker-Dealer Relations, the CAO Office, Control Management, Corporate Strategy, Data Solutions, Governance, Investment Performance Oversight, M&A, Operations, Seed Capital and Transformation. In this capacity, John also manages day-to-day coordination with Arx and Siguler Guff.

Experience: John started his career practicing law in New York at Sullivan & Cromwell LLP and Weil, Gotshal & Manges LLP, where he focused on M&A, corporate law and finance topics. He then joined The Boston Consulting Group in 2005, where he spent 9 years advising firms in the financial services sector on strategy and operating model topics.

John served as the Global Head of Corporate Development for BNY Mellon from 2019 to 2021, and prior to that was the Head of Strategy for BNY Mellon Investment Management.

Qualifications: John holds an A.B. Phi Beta Kappa from Duke University, a J.D. with honors from Duke University School of Law, and an M.B.A with a concentration in finance and economics from Columbia Business School.

Board Committee Membership: Director of NIM Board, Manager of NIMNA Board, Member of NIM NIMNA Nominations Committee, Member of NIM NIMNA Remuneration Committee, Member of NIM NIMNA Board Risk Committee.

Interests: John enjoys spending time with his family, playing golf and traveling.

Nationality: American
Joined Industry: 2007
Joined BNY Mellon: 2014
Date Appointed to NIM Board: 23 February 2023

Experience: Judy has held a variety of senior roles during her extensive career in financial services, including 25 years working across international markets. She has held positions as CEO, President and COO within the investment management and wealth management industries, including a tenure as President and CEO of Fidelity Investments Japan from 2011 to 2016 and President of Fidelity Institutional Asset Management from 2017 to 2020.

During her Fidelity Investments tenure, she was a Director for several regulatory boards, governing operating and investment advisory businesses.

She was also named one of the “25 Most Influential Women in Asset Management” by Asian Investor Magazine, 2014. 

Qualifications: Judy graduated from Cornell University with a BSc in Business Management and Marketing and also completed a Master of Business Administration, with honours, from Boston University. She recently attended “Women on Boards: Succeeding as a Corporate Director” at Harvard Business School.

Board Committee Membership: Chair of the NIM NIMNA Boards, Director of NIM Board, Independent Non-Executive Manager of NIMNA Board, Chair of NIM NIMNA Nominations Committee, Member of NIM NIMNA Remuneration Committee, Member of NIM NIMNA Board Risk Committee.

External Appointments: Judy’s exemplary leadership and organisation management skills had gained her appointments on numerous Fidelity Investment committees including its Global Asset Management Compensation Committee, Global Ethics Committee, US Technology Advisory Council, and was the Executive sponsor for the Fidelity Institutional Diversity & Inclusion Initiative, a recognition of her leadership in advancing the careers and products offered to women and under-presented groups.

Interests: Judy enjoys spending time with her family, travelling, painting, and international cooking.

Nationality: American
Joined Industry: 1986
Joined Newton: 2022
Date Appointed to NIMNA Board: 1 July 2022

Experience: Sharon has held a variety of senior roles during her extensive career in financial services, including being Managing Director and Head of Private Client & Institutions at Blackrock for its iShares ETF business, President of F-Squared Capital, Senior Strategic Advisor to the President of BNY Mellon Investment Management and Executive Vice President of Beta Solutions & Sustainable Investing at Oppenheimer Funds. Sharon’s most recent position was the President and CEO of Life & Retirement Funds for AIG.

In 2019, Sharon was named “Most Notable Women in Finance” by Crain’s New York.

Qualifications: Sharon received a B.S. in Business Management from the University of Delaware and earned her Certified Management Analyst designation from the University of Pennsylvania’s Wharton School of Business.

Board Committee Membership: Director of NIM Board, Independent Non-Executive Manager of NIMNA Board, Chair of NIM NIMNA Board Risk Committee, Member of NIM NIMNA Remuneration Committee, Member of NIM NIMNA Nominations Committee.

External Appointments: Sharon is on the Board of Women in ETFs and Wake Forest University School of Business. Sharon also served on the DHB Capital Board, Mutual Fund and Retirement Board for AIG, and recently served as Co-Chair of the ETF and Managed Solutions Committee for the Money Management Institute.

Appointed in August 2021, Sharon is a Senior Partner at The TIFIN Group, where she also serves on the Advisory Committee.

Interests: Sharon enjoys skiing, hiking, yoga as well as musical pursuits.

Nationality: American
Joined Industry: 1987
Joined Newton: 2021
Date Appointed to NIMNA Board: 17 December 2021

Hanneke is responsible for the strategic direction and the resulting company performance for BNY Mellon Investment Management. In her role, Hanneke provides day to day oversight of the Investment Management firms, coordinating the efforts of senior executives and collaborating with them to execute their strategic objectives and actions.

Experience: Hanneke was previously CEO of Newton Investment Management, a BNY Mellon Investment Management firm, from 2016 to 2020.

Hanneke started her career as an Investment Manager at Pantheon Ventures and worked for Philips China Hong Kong Group. She then joined private equity firm Adams Street Partners in 1997 to build out its global investment capabilities, and successfully launched its presence in Europe and Asia. She served on its Executive Committee from 2001 to 2014, having been Chief Investment Officer from 2008 to 2014.

Qualifications: Hanneke has a BBA from Nijenrode University, Netherlands and an MBA from the London Business School.

Board Committee Membership: Director of NIM Board, Manager of NIMNA Board, Chair of NIMNA Remuneration Committee, Member of NIM Remuneration Committee, Member of NIM NIMNA Nominations Committee.

External Appointments: Hanneke is the Global Chair of the 30% Club, a campaign led by Chairs and CEOs of companies committed to increasing gender diversity at the board and executive levels of organisations around the world. Hanneke is passionate about inequality and serves as Chair of Impetus, a venture philanthropy organisation which backs charities to transform the lives of disadvantaged young people. She is Trustee of the Education Endowment Foundation (EEF), founded in 2011 by The Sutton Trust in partnership with Impetus. Hanneke was also a Non-Executive Director to the Court of the Bank of England, and a co-founder and first Chair of Level 20, a not-for-profit organization set up in 2015 to inspire women to join and succeeds in the private equity industry.

Interests: Away from work, alongside enjoying time with her family, Hanneke loves to travel, is an avid reader, as well as a keen tennis player and skier and still trying to improve her golf.

Nationality: Dutch
Joined Industry: 1992
Joined Newton: 2016
Joined BNY Mellon: 2020
Date Appointed to NIMNA Board: 28 January 2021

As CEO, Euan manages and leads Newton’s business by establishing and developing appropriate business goals, that is both short term targets and strategic objectives to ensure that clients are well served, that the firm succeeds commercially and that it attracts and retains talented people. Euan is Chair of the Executive Management Committee and the NIM NIMNA Investment Oversight Committee.

Experience: Euan is a seasoned investment management executive with a background in macro investing. He started his career as an Actuarial Trainee at Scottish Provident to then joining Standard Life Investments (SLI) as an Inflation-Linked Portfolio Manager in 1995. Euan spent nearly 20 years at SLI where he was Head of Multi-Asset and Fixed-Interest Investing and was latterly a member of that company’s board.

Euan joined Newton from Aviva Investors where he was Chief Executive Officer and a member of the Aviva plc group executive team for 7 years.

Qualifications: Euan has a first-class honours degree in Physics from the University of Edinburgh and is a Fellow of the Faculty and Institute of Actuaries. He is also a graduate of the Advanced Management Program at Wharton Business School, Philadelphia.

Board Committee Membership: Director of NIM Board, Manager of NIMNA Board, Member of NIM NIMNA Board Risk Committee, Member of NIM NIMNA Nominations Committee.

Interests: Euan enjoys spending time with his family, trying to keep fit by playing golf and running, and walking in the Scottish hills with his wife and deerhound dog and is an active member of his local church.

Nationality: British
Joined Industry: 1992
Joined Newton: 2021
Date Appointed to NIMNA Board: 04 August 2021

Michael oversees investment operations, technology, projects, and investment management support and control. In his role, Michael is Chair of the NIM NIMNA Operating Committee. Michael also oversees Newton’s business in North America, working effectively with the executive management team to ensure North American priorities are represented and strategies support profitable and sustainable business growth. Additionally, Michael is responsible for building the Newton brand within North America by managing and developing a cohesive global team and retaining top-tier talent.

Experience: Michael joined BNY Mellon’s Corporate Development team in 2007, where he was responsible for mergers and acquisitions. In 2013, he relocated to Hong Kong to become the Investment Management Chief Financial Officer for the APAC region. In 2016, Michael moved to London to head the International Strategy Group for Investment Management.

Prior to joining Newton following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group, Michael was Chief Executive Officer of Active Management, Chief Operating Officer and Head of Strategy at Mellon Investments Corporation (a BNY Mellon group company).

Qualifications: Michael has a BS in Management Science from Rensselaer Polytechnic Institute and an MBA from the Tepper School of Business at Carnegie Mellon University.

Board Committee Membership: Manager of NIMNA Board, Member of NIMNA Board Risk Committee.

Interests: Outside of work, Michael enjoys fitness activities, attempting to recreate Texas barbeque in his small outdoor space in Boston, and engaging with the Carnegie Mellon University community through alumni networks.

Nationality: American
Joined Industry: 2007
Joined BNY Mellon: 2007
Joined Newton: 2021
Date Appointed to NIMNA Board: 28 January 2021

Tina serves as a finance business partner for the Investment and Wealth Management business, driving financial planning, analysis goals and strategic objectives across global investment and distribution CEOs and teams. Tina provides business analytics and advice to support target setting, performance management and improved growth and profitability. She leads and manages teams across accounting, control, treasury, financial and management reporting, budgeting, forecasting, financial planning and analysis and business development.

Experience: Tina joined Newton and BNY from Goldman Sachs where she held a number of leadership roles across investment and wealth management over a period of 15 years. Tina served positions including Chief Operating Officer for Americas Client Business, Chief Administrative Officer for Global Third-Party Distribution, Chief Operating Officer for Global Insurance Asset Management and Vice President of Finance and Strategy. 

Qualifications: Tina earned her MBA from the Kellogg School of Management and BS in Environmental Engineering from Massachusetts Institute of Technology.

Board Committee Membership: Manager of NIMNA Board.

External Appointments: Tina sits on the Board of Trustees at The New York Foundling which helps children, youth, adults and families in need create transformational change in their own lives through services, support and advocacy.

Interests: Tina and her husband, Bentley, have two boys, and live on the Upper East Side of Manhattan. She loves to play tennis and snowboard.

Nationality: American
Joined Industry: 2005
Joined BNY Mellon: 2020
Date Appointed to NIMNA Board: 28 January 2021

In this role, John leads a range of centralised functions including Broker-Dealer Relations, the CAO Office, Control Management, Corporate Strategy, Data Solutions, Governance, Investment Performance Oversight, M&A, Operations, Seed Capital and Transformation. In this capacity, John also manages day-to-day coordination with Arx and Siguler Guff.

Experience: John started his career practicing law in New York at Sullivan & Cromwell LLP and Weil, Gotshal & Manges LLP, where he focused on M&A, corporate law and finance topics. He then joined The Boston Consulting Group in 2005, where he spent 9 years advising firms in the financial services sector on strategy and operating model topics.

John served as the Global Head of Corporate Development for BNY Mellon from 2019 to 2021, and prior to that was the Head of Strategy for BNY Mellon Investment Management.

Qualifications: John holds an A.B. Phi Beta Kappa from Duke University, a J.D. with honors from Duke University School of Law, and an M.B.A with a concentration in finance and economics from Columbia Business School.

Board Committee Membership: Director of NIM Board, Manager of NIMNA Board, Member of NIM NIMNA Nominations Committee, Member of NIM NIMNA Remuneration Committee, Member of NIM NIMNA Board Risk Committee.

Interests: John enjoys spending time with his family, playing golf and traveling.

Nationality: American
Joined Industry: 2007
Joined BNY Mellon: 2014
Date Appointed to NIMNA Board: 23 February 2023

As CEO, Euan manages and leads Newton’s business by establishing and developing appropriate business goals – both short-term targets and strategic objectives to ensure that clients are well-served, that the firm succeeds commercially, and that it attracts and retains talented people. Euan is Chair of the Executive Management Committee and the NIM NIMNA Investment Oversight Committee.

Experience: Euan is a seasoned investment management executive with a background in macro investing. He started his career as an Actuarial Trainee at Scottish Provident, then joined Standard Life Investments (SLI) as an Inflation-Linked Portfolio Manager in 1995. Euan spent nearly 20 years at SLI where he was Head of Multi-Asset and Fixed-Interest Investing and was latterly a member of that company’s board.

Euan joined Newton from Aviva Investors where he was Chief Executive Officer and a member of the Aviva plc group executive team for seven years.

Qualifications: Euan has a first-class honours degree in Physics from the University of Edinburgh and is a Fellow of the Faculty and Institute of Actuaries. He is also a graduate of the Advanced Management Program at Wharton Business School, Philadelphia.

Board Committee Membership: Director of NIM Board, Manager of NIMNA Board, Member of NIM NIMNA Board Risk Committee, Member of NIM NIMNA Nominations Committee.

Interests: Euan enjoys spending time with his family, trying to keep fit by playing golf and running, and walking in the Scottish hills with his wife and deerhound dog, and is an active member of his local church.

Nationality: British
Joined Industry: 1992
Joined Newton: 2021

James ensures that risks to the Newton business and its employees are identified and mitigated effectively. In his role, James is the Chair of the NIM NIMNA Risk and Compliance Committee.

Experience: James acquired a range of experience in high-profile roles at BNY Mellon Asset Management International and at the Financial Services Authority (the principal financial services regulatory body in the UK at that time).

He initially served as Newton’s Chief Compliance Officer, assuming the Chief Risk Officer role in 2015.

Qualifications: James holds a diploma from the Securities Institute and a BA in Industrial Economics from Nottingham University.

Board Committee Membership: Director of NIM Board, Member of NIM NIMNA Board Risk Committee.

Interests: Outside of work, James enjoys spending time with his family, plays and watches golf and cricket, and is a keen gardener.

Nationality: British
Joined Industry: 1998
Joined Newton: 2012

Michael oversees investment operations, technology, projects, and investment management support and control. In his role, Michael is Chair of the NIM NIMNA Operating Committee. Michael also oversees Newton’s business in North America, working effectively with the executive management team to ensure North American priorities are represented and strategies support profitable and sustainable business growth. Additionally, Michael is responsible for building the Newton brand within North America by managing and developing a cohesive global team and retaining top-tier talent.


Experience: Michael joined BNY Mellon’s Corporate Development team in 2007, where he was responsible for mergers and acquisitions. In 2013, he relocated to Hong Kong to become the Investment Management Chief Financial Officer for the APAC region. In 2016, Michael moved to London to head the International Strategy Group for Investment Management.

Prior to joining Newton following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group, Michael was Chief Executive Officer of Active Management, Chief Operating Officer and Head of Strategy at Mellon Investments Corporation (a BNY Mellon group company).

Qualifications: Michael has a BS in Management Science from Rensselaer Polytechnic Institute and an MBA from the Tepper School of Business at Carnegie Mellon University.

Board Committee Membership: Manager of NIMNA Board, Member of NIMNA Board Risk Committee.

Interests: Outside of work, Michael enjoys fitness activities, attempting to recreate Texas barbeque in his small outdoor space in Boston, and engaging with the Carnegie Mellon University community through alumni networks.

Nationality: American
Joined Industry: 2007
Joined BNY Mellon: 2007
Joined Newton: 2021

Julian has responsibility for all aspects of global distribution, client relationship management and marketing. He joined Newton to lead the global consultant relations and UK institutional business development team. In his role, Julian is the Chair of the NIM NIMNA Product and Commercial Committee.

Experience: Julian has held various roles throughout his career covering client and consultant relations across both DC and DB arrangements. He began his career at Fidelity Investments as a Client Advisor to then a Client Director at JP Morgan.

Julian then served as Head of Institutional Business at HSBC Asset Management for 5 years and at F&C Asset Management for 6 years.

Qualifications: Julian has a BSc (Hons) in Psychology from City University, London.

Interests: Outside of work, Julian ‘enjoys’ watching Arsenal, the Jets and Mets and is a keen member of the Peloton family. He is passionate about music of all sorts.

Nationality: British
Joined Industry: 1993
Joined Newton: 2014

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.

Experience: John started his career at Fidelity Investments where he spent 15 years in various Portfolio Manager and Research roles. He then was Founder and Chief Investment Officer of JP3 Capital Management for over 3 years. In 2013, John served as President and Chair of the Investment Committee at Seaward Management.

Prior to joining Newton following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group, 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).

Qualifications: John has a BS and an MS in Aerospace Engineering from the University of Michigan and an MBA from the University of Chicago.

Interests: Outside of work, John enjoys spending time at his lake house with his wife, playing with his dogs, reading, golf, and traveling the world to watch his daughter run marathons and his two sons play hockey.

Nationality: American
Joined Industry: 1994
Joined BNY Mellon: 2016
Joined Newton: 2021

Therese is responsible for the strategic vision and delivery of sustainability across the wider investment platform at Newton. This includes working with the investment teams to ensure that ESG matters are fully integrated into the fundamental investment philosophy as well as continuous innovation around sustainability solutions. Therese is responsible for the wider Responsible Investment (RI) team which supports the investment platform through work across areas including ESG research, stewardship and ESG data and technology. In her role, Therese is the Chair of the NIM NIMNA Sustainability Committee. 

Experience: Therese started her career as an ESG Analyst to then joining Threadneedle Asset Management as Head of Governance and Responsible Investment in 2007.

In 2011, Therese joined Ninety One (formerly Investec Asset Management) where she spent over a decade developing their sustainability investment platform.

Qualifications: Therese holds degrees from London School of Economics and Oxford University in the field of Environmental Management and Policy.

Interests: As a native Swede, Therese enjoys the outdoors and spends as much free time as possible along the Scandinavian coastlines.

Nationality: Swedish
Joined Industry: 2004
Joined Newton: 2022

Mitesh has oversight of Newton’s multi-asset and fixed-income teams based in London, as well as Newton’s quantitative multi-asset solutions team in San Francisco.

Experience: Mitesh started his career as a Fund Manager Researcher at AON and WTW. Mitesh then joined Henderson Global Investors in 2005, where he was Head of Fixed Income and later Director of Business Innovation.

Mitesh joined Redington in 2013 as Director of Strategy to then serving as CEO for nearly 6 years.

Qualifications: Mitesh qualified from LSE in 1999 with a BSc in Actuarial Science. After graduating, Mitesh spent a year in India studying at Tatvagnan Vidhyapeeth (School of Philosophy). He is a Fellow of the Institute of Actuaries (FIA) having qualified in 2003.

External Appointments: Mitesh is a member of the Diversity Project’s advisory board, an active member of the CEO sponsor group for the gender workstream, an LGBT Great #50for50 ally and an executive sponsor of the Race & Ethnicity workstream.

Interests: Other than spending time with his wife and 3 teenagers, Mitesh enjoys reading, yoga and going to the theatre.

Nationality: British
Joined Industry: 2000
Joined Newton: 2022