Newton Investment Management Group
Carolina Ortega currently serves as an Investment Strategy Associate at Newton Investment Management Group, a position held since August 2022. Previously, Carolina held multiple roles at the GW Socially Responsible Investment Fund from February 2020 to September 2022, including VP of External Affairs, Portfolio Manager of the Financial Services Sector, Vice President of the Financial Services Sector, and Financial Services Analyst, where responsibilities included conducting financial and ESG analysis, preparing research reports, and analyzing company financial statements to inform investment decisions. Prior experience includes a Summer Analyst position at BNY Mellon in 2021 and a Stylist role at J.Crew from May 2019 to June 2021, focusing on sales and customer relations. Carolina's career began as a Sales Associate at Main Beach Surf and Sport from 2014 to 2018. Carolina graduated from The George Washington University School of Business in 2022 with a Bachelor of Science in Finance and International Business.
This person is not in any offices
Newton Investment Management Group
‘Newton Investment Management Group’ describes a group of affiliated companies that provide investment advisory services under the brand name ‘Newton’ or ‘Newton Investment Management’. Those companies are Newton Investment Management Ltd in the UK, Newton Investment Management North America LLC in the US, and Newton Investment Management Japan Ltd. (“NIMJ”), and all are indirect subsidiaries of The Bank of New York Mellon Corporation (‘BNY Mellon’). We deliver outcomes for our clients across equity opportunities, income, absolute return (including fixed income), multi-asset solutions, thematic and sustainable strategies. Our capabilities are driven by our global investment research platform which harnesses a breadth of both fundamental and quantitative research. Assets under management: $100.6 billion (as at 30 September 2022) Offices: London, Boston, New York, San Francisco and Tokyo Newton provides discretionary and non-discretionary investment advice to institutional clients, including US and global pension funds, sovereign wealth funds, central banks, endowments, foundations, insurance companies, registered mutual funds, other pooled investment vehicles and other institutions, and, via BNY Mellon, to individuals. Important information: www.newtonim.com/terms