Jim is a member of Newton’s equity research team, primarily responsible for covering secular growth companies with an emphasis on the fintech, payments and software industries. 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 was a senior portfolio manager of the Small and Mid-cap Opportunistic strategies at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). During his time at Mellon, Jim served as the team’s financial services, real estate, and business services analyst. Before joining BNY Mellon, Jim was a senior equity research analyst at State Street Global Advisors. Earlier in his career, Jim was an assistant portfolio manager and a senior research analyst at Harbor Capital Management. Jim started his career at John Hancock Advisors, where he received three years of detailed, income statement and balance-sheet analysis training from a former FDIC bank examiner. Jim has a BA in Economics and History from Colgate University, where he graduated magna cum laude, and a master’s degree in Finance from Boston College. He received his CFA designation in 1999 and is a member of the CFA Institute.

Ed is a member of Newton’s equity research team. In his current role, Ed is a senior portfolio manager on the small mid cap equity investment team and a portfolio manager on the Smart Cures Innovation strategy. Ed 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, Ed was a senior portfolio manager and research analyst at Mellon Investments Corporation, The Boston Company Asset Management and Standish Mellon Asset Management (all BNY Mellon group companies). Ed has served in various roles across small cap, large cap, value, growth, international and domestic portfolios. In addition, he has covered multiple industries, with a focus on healthcare, for over 20 years. Ed began his investment career in 1989 at Standish, Ayer & Wood, a legacy firm Ed has a degree in Finance from Villanova University. He received his CFA designation in 1995 and is a member of the CFA Institute.

Stephanie is a member of Newton’s quantitative research team. In her current role, she is responsible for quantitative tools used in both the investment process and risk management of multiple portfolios across the firm. Stephanie 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, Stephanie was a senior research analyst at Mellon Investments Corporation, The Boston Company Asset Management and Standish Mellon Asset Management (all BNY Mellon group companies). Previously at the firm, Stephanie held positions of increasing levels of responsibility within the fundamental research team. Stephanie began her investment career in 1991. She has spent her entire career with BNY Mellon. Stephanie has a BA from Washington University. She received her CFA designation in 1998 and is a member of the CFA Institute.

Todd is a member of Newton’s equity research team. In his current role, Todd is a senior portfolio manager on the US small mid cap team. He has worked on these strategies since inception and he currently covers the commodities, capital goods and consumer sectors. Todd 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, Todd was a senior portfolio manager and research analyst at Mellon Investments Corporation, The Boston Company Asset Management and Standish Mellon Asset Management (all BNY Mellon group companies). Prior to joining BNY Mellon, Todd served as a portfolio manager and analyst at Fleet Investment Advisors. Todd has a BS from the State University of New York at Oswego and an MBA from the Rochester Institute of Technology. He received his CFA designation in 1995 and is a member of the CFA Institute.

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.

John is Newton’s chief investment officer and head of equity. John is responsible for overseeing all equity strategies. He is also lead portfolio manager for the US Small, Mid and Large Cap Growth Equity strategies. 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 chief investment officer at Mellon Investments Incorporation. Earlier roles included head of equity, active equity chief investment officer, and senior portfolio manager at Mellon and The Boston Company Asset Management (both BNY Mellon group companies). Prior to joining BNY Mellon, John served as president and chair of the investment committee at Seaward Management. Before Seaward Management, John was the founder and chief investment officer of JP3 Capital Management LLC. Prior to JP3, he spent 15 years at Fidelity Investments in various portfolio manager and research roles. John has a BS and an MS in Aerospace Engineering from the University of Michigan and an MBA from the University of Chicago.

Patrick is head of small cap equities team and the lead portfolio manager for US Opportunistic Equity strategies and head of the small mid cap equity research team. Patrick 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, Patrick was a senior portfolio manager at Mellon Investments Corporation (a BNY Mellon group company). Earlier in his career, Patrick was a portfolio manager at Wellington. There, he co-managed the firm’s global all-cap impact investing strategy. Prior to Wellington, Patrick was an equity analyst with Alydar Capital, CR Intrinsic Investors and Schroders. He also spent four years with The Boston Company Asset Management, a BNY Mellon group company, on the Opportunistic Equity team. Patrick has a BA from Bowdoin College and an MBA from Babson College’s Franklin W. Olin Graduate School of Business. He received his CFA designation in 2001 and is a member of the CFA Institute and the CFA Society Boston. Patrick holds the Chartered Market Technician designation and is a member of the CMT Association.

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.

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.

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.