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.

Joined industry
1991
Joined the Group
2021

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.

* CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.