Caroline is a member of Newton’s small cap equities team. In her current role, Caroline is a research analyst on the firm's small mid cap equity investment team. She is responsible for covering a broad range of industries and special situations.
- Joined industry
- 1992
- Joined the Group
- 2005
Caroline 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, Caroline was a research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies).
Prior to joining BNY Mellon, Caroline served as a sales associate at Deutsche Banc Alex. Brown. Previously, she worked at Paine Webber and Fidelity.
Caroline has a BA from Holy Cross College and an MBA from Babson College. She received her CFA1 designation in 2006 and is a member of the CFA Institute.
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