Mr. Pollack is a portfolio manager for Boston Partners Mid Cap Value Equity product. He has been with Boston Partners since 2000. He joined the firm from Hughes Investments where he spent twelve years as an equity portfolio manager, managing value equity across the market capitalization spectrum. He also oversaw the outside investment managers who manage assets for Hughes’ pension plan. He began his career at Hughes as an Investment Analyst where he spent four years covering a variety of industries and sectors. Prior to that, he was with Remington, Inc., and Arthur Anderson & Co. Mr. Pollack is a graduate from Georgia Institute of Technology and holds an M.B.A. from The Anderson School of Management at the University of California at Los Angeles. He holds the Chartered Financial Analyst® designation. He has thirty-six years of investment experience.

W. Scott Priebe is a Managing Principal, Portfolio Manager at Geneva Capital Management. Mr. Priebe co-manages the Geneva Small Cap, Mid Cap, SMID Cap and All Cap Growth strategies. As a member of the Investment Strategy Group, he conducts high-quality, fundamental research and supports the Geneva growth equity strategies. He joined Geneva in 2004. Prior to Geneva, he worked for Eli Lilly & Company. Mr. Priebe earned his BA degree from DePauw University and his MBA from the University of Chicago, Booth School of Business.

Jose Munoz is a Managing Principal, Portfolio Manager at Geneva Capital Management. Mr. Munoz co-manages the Geneva Small Cap, Mid Cap and SMID Cap Growth strategies. As a member of the Investment Strategy Group, he conducts high-quality, fundamental research and supports the Geneva growth equity strategies. He joined Geneva in 2011. Mr. Munoz earned his BA degree from Marquette University and his MBA from the University of Chicago, Booth School of Business. Mr. Munoz is a CFA Charterholder.

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.

Alicia Levine is the fund's primary portfolio manager responsible for investment allocation decisions, a position she has held since September 2021. Ms. Levine is Head of Equities, Capital Markets Advisory and Vice Chair for BNY Mellon Wealth Management, an affiliate of BNYM Investment Adviser. She also is an employee of BNYM Investment Adviser and manages the fund in her capacity as an employee of BNYM Investment Adviser.

Andrew is a member of Newton’s small cap equities team. In his current role, Andrew is a senior portfolio manager. He is primarily responsible for research coverage of the non-US energy, materials and industrials sectors. Andrew 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, Andrew was a senior portfolio manager and senior research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Prior to joining BNY Mellon, Andrew worked at BlackRock Inc., where he co-managed the Small Cap Growth and Mid Cap Growth funds and conducted research on industrial, energy, materials and consumer stocks. Previously, he served in analyst roles at Schroders Investment Management and Delphi Management. Andrew has a BA in Economics and Communications from Wake Forest University.

Mr. Mongelluzzo is a vice president and portfolio manager on the Tax-Managed Equity team at BNY Mellon. He has been employed by The Bank of New York Mellon since 2002; and by BNY Mellon Investment Adviser, Inc. since December 2019.

Monty Kori Head of growth cyclicals pod, portfolio manager Monty is a member of Newton’s equity research team. In his current role, Monty heads up the growth cyclicals pod and is a senior research analyst on the global research team. He is also the portfolio manager of the US Manufacturing Fund. Monty 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, Monty was a senior research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Prior to joining BNY Mellon, Monty was a sector portfolio manager at Fidelity Management & Research Company. He also served as a research analyst over his ten-year career at Fidelity. Previously, he was an associate at Stone Point Capital and an investment banking analyst at Morgan Stanley in New York. Monty has a BS in Electrical Engineering from Johns Hopkins University and an MBA from the Kellogg School of Management at Northwestern University. Joined Newton: 2021 Joined BNY Mellon group of companies: 2017 Joined industry: 2000