Family Office
Newport
Newport is a wealth management firm founded in 1984 and headquartered in Walnut Creek, California, US. The firm is a provider of pension plans, corporate insurance, and investment consulting services to institutional investors.The investment approach is led by CIO Paul Zellweger.As of December 31, 2023, the firm manage…
Asset classes & sectors
Health Care
Decision-makers
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Chief Investment Officer, Pension Specialists Inc
Gunnar Rodgers
Investment Analyst
D. Greg Deerkoski
Lead Investment Analyst
Paul Zellweger
Chief Investment Officer, Pension Specialists Inc
Jordan Masluk
Manager, Investment Operations
Zach Gelinas
Senior Investment Analyst
Matt Waggoner
Investment Research Analyst
Steve Williams
Director, Investor Manager Research
David A Kirshner
Evp/Cfo- 11/22
Crista F Durand
President
Jeffrey T Gaines Md
Trustee
Arthur J Sampson
Trustee
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