Christopher A. Newton
Christopher Newton serves as an Investment Analyst at Ropes Wealth and is a member of the firm’s Investment Team and Investment Policy Committee. In his role, Christopher works with the Investment Team on the formulation of the investment philosophy and process, assists Portfolio Managers with the implementation of client investment objectives, and establishes ongoing portfolio recommendations based on market environment, tax considerations, and individual client objectives. Christopher performs attribution analysis on behalf of clients, especially as it relates to concentrated positions, and is a key contributor to the investment process and manager due diligence efforts in support of Portfolio Managers and the CIO.
Prior to joining Ropes Wealth, Christopher worked at AEW Capital Management as a member of the Real Estate Securities group. In this role, he was responsible for providing client reporting as well as review and analysis of investment portfolio information. Christopher began his career at Brown Brothers Harriman.
Christopher graduated with a BA in Economics from Trinity College, where he was a Summit Scholar. He is a CFA®1 charterholder and is a member of the CFA Institute and CFA Society Boston. Christopher resides in Melrose with his wife and enjoys golf, reading, and spending time with his family and friends.
1 Chartered Financial Analyst® or CFA® designation is a professional certification offered by the CFA Institute. In order to earn the CFA® designation, candidates must complete a series of three exams, possess a bachelor’s degree from an accredited institution or have equivalent education or work experience as well as 4 years of qualified, professional work experience. CFA® charterholders are also obligated to adhere to a strict Code of Ethics and Standards governing their professional conduct. More information about the CFA® designation is available at CFA Program (cfainstitute.org).