Newton Investment Management Group
Daniel St. Andre is a seasoned client service professional with extensive experience in the financial services sector. Currently serving as a Sr Client Service Support Representative at Newton Investment Management Group since September 2021, Daniel manages subscription and redemption processes for various client types while ensuring compliance with regulatory requirements. Previous roles include serving as a Senior Client Service Representative at Mellon and a Sr. Client Service Manager at Charles Schwab, where Daniel contributed to the efficient management of participant assets and provided valuable expertise in retirement plan custody. Daniel's career began at Acteva as an Account Manager, followed by a position at Credit Suisse focused on presentation technologies. Daniel holds a Bachelor's Degree in Journalism and Mass Communication from the University of Colorado Boulder, obtained in 1994.
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Newton Investment Management Group
‘Newton Investment Management Group’ describes a group of affiliated companies that provide investment advisory services under the brand name ‘Newton’ or ‘Newton Investment Management’. Those companies are Newton Investment Management Ltd in the UK, Newton Investment Management North America LLC in the US, and Newton Investment Management Japan Ltd. (“NIMJ”), and all are indirect subsidiaries of The Bank of New York Mellon Corporation (‘BNY Mellon’). We deliver outcomes for our clients across equity opportunities, income, absolute return (including fixed income), multi-asset solutions, thematic and sustainable strategies. Our capabilities are driven by our global investment research platform which harnesses a breadth of both fundamental and quantitative research. Assets under management: $100.6 billion (as at 30 September 2022) Offices: London, Boston, New York, San Francisco and Tokyo Newton provides discretionary and non-discretionary investment advice to institutional clients, including US and global pension funds, sovereign wealth funds, central banks, endowments, foundations, insurance companies, registered mutual funds, other pooled investment vehicles and other institutions, and, via BNY Mellon, to individuals. Important information: www.newtonim.com/terms