Rob is a member of Newton’s equity research team and is a senior portfolio manager on the small mid cap equity team and the lead portfolio manager for the Mobility Innovation strategy. In addition to portfolio management duties, he is responsible for research coverage of the information technology sector. Rob 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, Rob was a senior portfolio manager at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Prior to joining BNY Mellon, Rob worked at Bricoleur Capital leading technology investing for its long/short hedge fund. Rob began his career at Prudential and its subsidiary Jennison Associates, where he helped launch a US small-cap fund and served as an analyst and portfolio manager for global small-cap equities. Rob has a BS with honors in Finance from Boston College. He holds the CFA designation and is a member of the CFA Institute.

Brian joined Newton Investment Management in August 2022 and is an Equity Research Analyst within the Secular Pod covering small-cap tech. Prior to joining Newton Investment Management, Brian was a Research Analyst at Eaton Vance acting in a generalist capacity and prior to that held various investment roles at Vanguard. Brian graduated from Elon University and is a CFA1 Charterholder. Outside of work, Brian enjoys reading, cooking, and taking road trips to uncover new locations to surf and ski. Joined Newton: 2022 Joined BNY Mellon group of companies: 2022 Joined industry: 2013