Shawn is a member of Newton’s quantitative research team. In his current role, Shawn is responsible for quantitative research efforts to enhance both active and multi-factor equity strategies. He also co-manages several thematic portfolios.
- Joined industry
- 2007
- Joined the Group
- 2021
Strategy focus
Shawn 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, Shawn was a senior research analyst and research analyst at Mellon Investments Corporation, Mellon Capitol and Franklin Portfolio Associates (all BNY Mellon group companies).
Prior to joining BNY Mellon, Shawn held various software engineering positions with Alcatel, 3Com, and Motorola.
Shawn has an MBA from the University of Chicago and an MS in Electrical and Computer Engineering from the University of Iowa. He received his CFA* designation in 2011 and is a member of the CFA Institute.
* CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.