Brian is a global investment strategist leading Newton’s thematic investing business and guiding the messaging and positioning of the infrastructure, international equity and global equity income strategies.
- Joined industry
- 2004
- Joined the Group
- 2021
Topics of expertise
As a member of the investment team, Brian works collaboratively with the investors to identify, develop and implement themes into the firm’s multidimensional research process, as well as to cultivate thematic products. He guides the messaging and positioning of Newton’s leadership in thematic investing to clients and prospects and produces thought leadership pieces highlighting the firm’s thematic research framework and capabilities. Previously, Brian was member of Newton’s equity research team, covering the consumer discretionary sector globally.
Brian 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, Brian was a senior research analyst and research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Previously, Brian served as a product development manager focused on developing new products, providing market data and insight, and supporting the firm’s relationship with BNY Mellon Wealth Management.
Prior to joining BNY Mellon, Brian worked at Fidelity Investments serving in multiple roles within the retail and institutional asset-management divisions.
Brian has a BA from Bates College, an MBA from Babson College and a master’s degree in Education from Cambridge College. He received his CFA1 designation in 2012 and is a member of the CFA Institute and the CFA Society Boston. Brian also holds the Chartered Market Technician designation and is a member of the Market Technicians Association.
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