Head of Newport Group’s investment manager research team with responsibility for qualitative analysis in the firm’s manager selection and monitoring processes. Responsibilities include conducting in-depth due diligence on investment managers and asset management firms to evaluate organizational strengths, investment discipline and sustainability of results.

Steve Williams
Director, Investment Manager Research
Newport
United States, Florida, Sanford
About Me
Profile Information
Director, Investment Manager Research
Newport
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Sanford
Florida
United States
Oct 9, 2025
More profiles to browse
JM
John Matelis
Chief Financial Analyst
Jeffrey Bush
Director of Investment Operations
GR
Gina Rowland
Senior Investment Research Analyst/Consultant
D. Greg Deerkoski Jr.
Lead Investment Analyst
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc