Newton Investment Management Group
Jacob Stewart's work experience includes serving as a Senior Vice President and Compliance Officer at Newton Investment Management Group since August 2022. Prior to this, they worked as a CFO at GMAC Accounting, where they provided virtual accounting and bookkeeping services to small businesses. Jacob also worked as a Securities Compliance Examiner at the US Securities and Exchange Commission from January 2009 to August 2022, examining investment advisers and enforcing federal securities laws. Jacob has prior experience as a Research Assistant at Suffolk University, conducting legal research and assisting in publications, and as a Phone Program Supervisor, raising funds for the university's endowment and supervising student callers.
Jacob Stewart completed their Bachelor of Science in Business Administration with a double major in Accounting and Finance at Suffolk University's Sawyer Business School. Jacob attended this program from 2006 to 2010. Subsequently, Jacob pursued their Master's degrees in Accounting and Tax, specializing in Accounting and Taxation, at Suffolk University's Sawyer Business School from 2010 to 2012.
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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