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.

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.

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.

Torrey is a member of Newton’s multi-asset solutions (MAS) portfolio management team. He is responsible for overseeing a team of portfolio managers covering multi-asset strategies, with a focus on global total return, absolute return and tail-risk hedging portfolios. Torrey is responsible for the implementation of these strategies, including strategy refinements, risk management and portfolio management efficiencies. Torrey has been associated with MAS since 1998, serving as senior portfolio manager and portfolio manager at Newton, Mellon Investments Corporation and Mellon Capital (all BNY group companies). Prior to joining BNY, Torrey worked at Mercer Global Advisors providing global asset allocation investment solutions to small businesses and high net worth clients. Torrey has a BA in Economics from the University of California at Santa Barbara and an MBA from the University of Southern California. He received his CFA1 designation in 1997 and is a member of the CFA Institute.

James is head of multi-asset solutions (MAS) for BNY Advisors. In this role, he oversees a team of portfolio managers, researchers and engineers responsible for the firm’s range of systematic multi-asset strategies. James is a key contributor to the development, refinement and risk management of the team’s multi-asset strategies and signals, with a particular focus on the use of derivatives in quantitative investment strategies. James has been associated with MAS since 1998, serving as head of portfolio management, senior portfolio manager and portfolio manager at Newton, Mellon Investments Corporation and Mellon Capital (all BNY group companies). Prior to joining BNY, James was a currency options trader at both Credit Suisse First Boston and HSBC in New York and London, respectively. James has an MBA from Rice University.