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, Core Research Technology Sector Equity and Internet of Things strategies. In addition to portfolio management duties, he is the leader of the secular research pod and responsible for research coverage of the information technology sector.
- Joined industry
- 1990
- Joined the Group
- 2006
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 CFA1 designation and is a member of the CFA Institute.
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