Profil
Mr. Brian C.
Ferguson is a Portfolio Manager at Newton Investment Management North America LLC.
He 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, Mr. Ferguson was a senior portfolio manager and research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies).
Prior joining to BNY Mellon, he was a research analyst at Wellington Management and an assistant director of General Electric Capital Corporation’s corporate treasury group and graduated from GE’s Financial Management Program.
He received his BA in Economics and International Relations from Bucknell University and an MBA with a concentration in Finance from Columbia Business School.
Postes actifs de Brian Ferguson
| Sociétés | Poste | Début |
|---|---|---|
Newton Investment Management North America LLC
Newton Investment Management North America LLC Investment ManagersFinance NIMNA offers a variety of carefully developed investment strategies. They generally manage all client accounts in accordance with a model portfolio that is based upon a selected Strategy. The firm’s global research platform blends thematic, fundamental, macroeconomic, geopolitical, regional, quantitative, accounting and investigative research that takes material ESG risks, opportunities and issues into account to give them the widest perspective on the investment landscape. Their global research team consists of fundamental equity, quantitative equity, quantitative multi-asset, specialist research, credit and responsible investment analysts. | Gestionnaire de Portefeuille-Actions | 01/09/2021 |
Anciens postes connus de Brian Ferguson
| Sociétés | Poste | Fin |
|---|---|---|
Mellon Investments Corp.
Mellon Investments Corp. Investment ManagersFinance Mellon Investments offers a range of alpha and beta investment strategies designed to meet each client's specific needs. Their disciplined approach is grounded in long-term economic relationships and provides an integrated view of the distinct components that comprise the global financial market. The firm's primary investment strategies include Active Equity, Active Fixed Income, Index, and Multi-Asset and Multi-Factor. | Analyst-Equity | 31/08/2021 |
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNYMIA’s investment approach is a team approach where portfolio managers and the research team share information to form a disciplined and consistent strategy that meets the client’s diversification, credit quality, liquidity and average weighted maturity requirements. The firm’s credit research function is fully independent from portfolio management and their dedicated research team employs a deliberately conservative policy, when evaluating individual credits, to help support portfolio credit quality and stability. | Gestionnaire de Portefeuille-Actions | 31/08/2021 |
The Boston Company Asset Management LLC
The Boston Company Asset Management LLC Investment ManagersFinance The Boston Company Asset Management (TBCAM) offers both traditional and alternative equity investment products that encompass a variety of US, non-US and global strategies. The firm provides investment advice for the following types of strategies: US domestic equity, balanced, non-US equity, emerging markets equity and long/short equity. Portfolios generally are composed of individual securities. TBCAM seeks consistent delivery of alpha across a broad range of investment strategies. They are committed to a value-oriented, research-driven and risk-aware investment approach. TBCAM seeks to identify attractive stocks through rigorous quantitative and fundamental analyses blended with analysis of current business momentum and places controls on sector selection and, if applicable, country selection. Short sales and similar strategies are considered part of their overall investment strategy; however, they are not used across the account base in the management of account assets. The firm may use these strategies for certain accounts consistent with the client's guidelines, objectives, and restrictions. | Analyst-Equity | 31/01/2018 |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Analyst-Equity | 31/12/1996 |
The Bank of New York Mellon Corp. (Investment Management)
The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance BNY Mellon is a global investment management firm that offers access to global hedge funds, active currency risk management, US large-cap equity strategies and index product providers. The firm provides services through various independent investment management firms, distribution units and service providers. Their investment process begins with top-down analysis to identify the sectors they believe will outperform the S&P 500 or Russell 2000 indices over the next 12 to 18 months. BNY Mellon invests in stocks across all market caps, focusing on market trends and themes that will lead to above-average earnings momentum and growth. They also manage indexed portfolios that use the S&P 400, S&P 500 and S&P 600 indices as their benchmarks. BNY Mellon employs bottom-up research. | Gestionnaire de Portefeuille-Actions | - |
Formation de Brian Ferguson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
The Boston Company Asset Management LLC
The Boston Company Asset Management LLC Investment ManagersFinance The Boston Company Asset Management (TBCAM) offers both traditional and alternative equity investment products that encompass a variety of US, non-US and global strategies. The firm provides investment advice for the following types of strategies: US domestic equity, balanced, non-US equity, emerging markets equity and long/short equity. Portfolios generally are composed of individual securities. TBCAM seeks consistent delivery of alpha across a broad range of investment strategies. They are committed to a value-oriented, research-driven and risk-aware investment approach. TBCAM seeks to identify attractive stocks through rigorous quantitative and fundamental analyses blended with analysis of current business momentum and places controls on sector selection and, if applicable, country selection. Short sales and similar strategies are considered part of their overall investment strategy; however, they are not used across the account base in the management of account assets. The firm may use these strategies for certain accounts consistent with the client's guidelines, objectives, and restrictions. | Finance |
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNYMIA’s investment approach is a team approach where portfolio managers and the research team share information to form a disciplined and consistent strategy that meets the client’s diversification, credit quality, liquidity and average weighted maturity requirements. The firm’s credit research function is fully independent from portfolio management and their dedicated research team employs a deliberately conservative policy, when evaluating individual credits, to help support portfolio credit quality and stability. | Finance |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Finance |
Mellon Investments Corp.
Mellon Investments Corp. Investment ManagersFinance Mellon Investments offers a range of alpha and beta investment strategies designed to meet each client's specific needs. Their disciplined approach is grounded in long-term economic relationships and provides an integrated view of the distinct components that comprise the global financial market. The firm's primary investment strategies include Active Equity, Active Fixed Income, Index, and Multi-Asset and Multi-Factor. | Finance |
The Bank of New York Mellon Corp. (Investment Management)
The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance BNY Mellon is a global investment management firm that offers access to global hedge funds, active currency risk management, US large-cap equity strategies and index product providers. The firm provides services through various independent investment management firms, distribution units and service providers. Their investment process begins with top-down analysis to identify the sectors they believe will outperform the S&P 500 or Russell 2000 indices over the next 12 to 18 months. BNY Mellon invests in stocks across all market caps, focusing on market trends and themes that will lead to above-average earnings momentum and growth. They also manage indexed portfolios that use the S&P 400, S&P 500 and S&P 600 indices as their benchmarks. BNY Mellon employs bottom-up research. | Finance |
Bucknell University
Bucknell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Columbia Business School
Columbia Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Newton Investment Management North America LLC
Newton Investment Management North America LLC Investment ManagersFinance NIMNA offers a variety of carefully developed investment strategies. They generally manage all client accounts in accordance with a model portfolio that is based upon a selected Strategy. The firm’s global research platform blends thematic, fundamental, macroeconomic, geopolitical, regional, quantitative, accounting and investigative research that takes material ESG risks, opportunities and issues into account to give them the widest perspective on the investment landscape. Their global research team consists of fundamental equity, quantitative equity, quantitative multi-asset, specialist research, credit and responsible investment analysts. | Finance |
















