Jim is Newton’s deputy chief investment officer of equity. He is the lead portfolio manager for the Global Infrastructure Dividend Focus Equity, International Equity, International Small Cap Equity and Global Healthcare REIT strategies. Jim has been the lead portfolio manager on the Global Infrastructure Dividend Focus Equity and Global Healthcare REITs strategies since their inceptions in 2011 and 2015 respectively, engineering both outcome-oriented income strategies to provide exposure to distinct themes in a risk-aware framework.
Jim 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, Jim had 22 years of experience across multiple roles at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies).
Prior to joining BNY Mellon, Jim served as a fixed-income business analyst at Wellington Management Company.
Jim earned a BA in Economics from Syracuse University. He received his CFA1 designation in 2011 and is a member of the CFA Institute, the CFA Society Boston and the Boston Committee on Foreign Relations.