Ms. Newell joined the firm in 2010 with more than 20 years of experience managing institutional investment portfolios, and was promoted to Chief Executive Officer in 2022. She is a member of the team that advises the firm’s largest client, and the lead consultant for 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 cli