Jennifer Newell

Ms. Newell joined the firm in 2010 with more than 20 years of experience managing institutional investment portfolios. She is a member of the team that advises the firm’s largest client, as well as the lead consultant to its other multi-billion dollar funds. Her work includes asset allocation design and investment education.

Prior to joining the firm, she was a managing director and senior portfolio manager at Wells Capital Management, where she was responsible for the Advantage Dividend Income Fund. Previously she was president and portfolio manager of Newell Associates, where she managed over $2 billion for pension, endowment and foundation clients, and co-managed the Vanguard Equity Income Fund. She has also held marketing positions at Putnam Investments and Massachusetts Financial Services.

She holds the Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Analyst (CAIA) designations, is a member of the CFA Institute, Security Analysts Society of San Francisco, and Financial Women’s Association.

Ms. Newell earned a B.A. magna cum laude, Phi Beta Kappa, in Economics from Wheaton College, attended the London School of Economics, and holds an M.B.A. from the University of California, Berkeley. She is a frequent speaker at industry events.