Joe is a senior portfolio manager on the US Small Mid Cap Equity strategy and the lead portfolio manager for US Small Cap Value strategies. Joe has been managing small-cap and small/mid-cap assets since 1998.
- Joined industry
- 1977
- Joined the Group
- 1986
Joe 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, Joe was a senior portfolio manager, director of equity research, portfolio manager and analyst at Mellon Investments Corporation, The Boston Company Asset Management and Standish Mellon Asset Management (all BNY Mellon group companies).
Prior to joining BNY Mellon, Joe held equity research positions at Shearson Lehman Brothers, Manufacturers Hanover Trust and New York Life Insurance Co. Joe is a trustee for life at the Neighborhood House Charter School in Dorchester and is a trustee for Schrafft Charitable Trust.
Joe has a degree in Finance from New York University. He received his CFA1 designation in 1983 and is a member of the CFA Institute.
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