Brian is a senior portfolio manager on the Dynamic Large Cap Value Equity strategy, a position he has held since 2003. Before joining Newton, Brian was a senior portfolio manager and research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY group companies). Before joining BNY, 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.

Peter oversees multi-factor equity portfolio management and is responsible for the portfolio management and implementation of systematic equity investment strategies. Peter collaborates with quantitative and fundamental equity researchers to evolve the systematic investment processes and set the research agenda. Before joining Newton, Peter was a senior portfolio manager and trader at Mellon Investments Corporation, Mellon Capital and Mellon Equity Associates (all BNY group companies). Prior to joining BNY, Peter worked as a proprietary derivatives trader and NASDAQ market maker for Merrill Lynch in New York. Previously, he ran Merrill’s equity index option desk at the Chicago Mercantile Exchange. Peter has a BS in Finance and Computer Science from St. Vincent College and an MBA in Finance from the University of Notre Dame. He received his CFA1 designation in 2000 and is a member of the CFA Institute and the CFA Society Pittsburgh.

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.

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.

Keith is the lead portfolio manager for Newton’s International Equity strategy. He also co-manages the Dynamic Large Cap Value Equity, Income Stock and Equity Income strategies. Before joining Newton, Keith was a senior research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY group companies). Keith began his investment career in 2006 with BNY and has covered the global financials, technology and industrials sectors. Keith earned an AB in Economics from Harvard University. He holds the CFA1 designation and is a member of the CFA Institute.

Julianne is head of sustainable equities and a senior portfolio manager on the Newton’s Large Cap Growth Equity strategy. She is currently the lead portfolio manager on the BNY Mellon Large Cap Securities Fund, BNY Mellon US Sustainable Fund and co-portfolio manager on the BNY Mellon Women’s Opportunities ETF. As an experienced investor, with experience managing a selection of global and regional equity mandates, she currently leverages the global research platform to deliver capital growth by investing in high quality US companies with strong positions in their industries. Her investment acumen has been integral in her role as head of sustainable equities in identifying resources to support and enhance the integration of sustainability considerations into the firm’s investment practices. Before joining Newton, Julianne was a senior portfolio manager at Mellon Investments Corporation and The Boston Company Asset Management (both BNY group companies). Prior to joining BNY, Julianne was an equity analyst at State Street Research & Management. Julianne has a BS in Finance from Lehigh University and an MBA with a Financial Management track from MIT Sloan School of Management.