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
Jan 12, 2025
More profiles to browse
Jeremy Ponsot
Senior Investment Analyst
PE
Paul Escobar
Senior Investment Consultant
Jeffrey Wirth
Executive Vice President, Head of Nonqualified Retirement Plans
CM
Corey Martin
Director
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)