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Wayne M.
Grzecki
Portfolio Manager of New Century Portfolios
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Wayne
M. Grzecki, who has over 20 years of investment experience, is a
Portfolio Manager of the Trust. In addition, Mr. Grzecki
became a Trustee of New Century Portfolios in January 2010.
Mr. Grzecki served as the President of the Trust from 1996 to
2011 and has managed the Capital Portfolio and Balanced Portfolio
since 1995, the Opportunistic Portfolio and International Portfolio
since their inception in November 2000, and co-managed, with Ronald
A. Sugameli, the Alternative Strategies Portfolio since its
inception in May 2002 until March 31, 2005. Mr. Grzecki was the President and Managing Director of Weston Financial Group,
Inc. (the “Advisor”) from August 2005 to June 2011 and Chief Operating
Officer from May 2009 to June 2011. Before
that he was a Principal and Senior Financial Counselor with the
Advisor since 1986. Prior to joining the Advisor, Mr. Grzecki
practiced law with the Boston law firm Hale and Dorr and the New
York law firm Cadwalader, Wickersham & Taft where he was
responsible for general corporate, partnership, and individual tax
matters. Mr. Grzecki is a graduate of
Boston
College
where he received a Bachelor of Arts degree, the University of
Michigan Law School where he received a Juris Doctorate degree, and
New York University School of Law where he received a Masters of Law
in Taxation. He is a member of the Massachusetts Bar and the
New York Bar.
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Ronald A.
Sugameli
Portfolio
Manager of the New Century Alternative Strategies Portfolio
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Ronald A.
Sugameli, who has over 20 years of investment experience, is
Vice-President of the Trust and Portfolio Manager of the Alternative
Strategies Portfolio. Mr. Sugameli has managed the Portfolio
since its inception in May 2002. He is the Chief Investment
Officer and Managing
Director of the Advisor and prior to August 2005 was a
Principal and Senior Financial Counselor with the Advisor since
1984. Prior to joining the Advisor, he practiced law
with Willkie, Farr & Gallagher in New York City where he was
responsible for structuring, documenting, due diligence and
regulatory approvals for stock, bond, and real estate syndication
offerings. In 1980 Mr. Sugameli joined the firm of Gaston Snow,
Beekman & Bogue continuing to specialize in securities,
corporate and tax law. In 1982 Mr. Sugameli moved to the
Boston
area where he was engaged in a general business law practice at Fine
and Ambrogne. Mr. Sugameli graduated from
Tufts
University
, Magna Cum Laude, with a Bachelors of Science degree in 1974. He
then attended
Georgetown
University
Law
Center
from which he received a J.D. in 1977. He is a member of the
Massachusetts Bar and the New York Bar.
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Susan K. Arnold
Portfolio Manager, CFP®,
MSPFP
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Susan Arnold
is a Vice President and Senior Financial Counselor for the
Advisor. Ms. Arnold is a CFP® practitioner. In
addition to her financial counseling experience, in 2011, Ms. Arnold
was promoted to a Portfolio Manager of the New Century Capital,
Balanced, Opportunistic and International Portfolios. Previously,
Ms. Arnold served as Assistant Treasurer to the Trust and an
Assistant Portfolio Manager to the New Century Capital and Balanced
Portfolios since 1998, and the New Century Opportunistic and
International Portfolios since their inception in 2002.
Prior to joining Weston in 1993, Ms. Arnold was employed by
Gulf Resources in Boston
as a Cash Manager. Ms. Arnold received a Bachelor of Arts
degree in Biology from
Lake Forest
College
and a Masters of Personal Financial Planning degree at Bentley
College.
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Andre
M. Fernandes
Portfolio Manager, CFP®
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Andre M.
Fernandes is a Vice President and Senior Financial Counselor
for the Advisor. He has been with the Advisor since
2000. Mr. Fernandes is a CFP® practitioner.
In addition to his financial counseling experience, in
2011, Mr. Fernandes was promoted to a Portfolio Manager
of the New Century Capital, Balanced, Opportunistic and
International Portfolios. Previously, Mr. Fernandes
served as an Assistant Portfolio Manager to the New
Century Capital and Balanced Portfolios since 2000 and
to the New Century Opportunistic and International
Portfolios since their inception in 2002. Mr. Fernandes is a graduate of Bentley
College
where he received a Bachelor of Science degree in
Finance. He is also a graduate of the College for
Financial Planning where he completed the CFP® Professional
Education Program.
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Matthew
D. Biggar
Assistant
Portfolio Manager, CFP® |
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Matthew
Biggar is an Assistant Portfolio Manager to the
Alternative Strategies Portfolio and is a Senior
Financial Counselor for the Advisor. He is a CFA charter
holder, as well as a CFP® practitioner and has been
with the Advisor since 2001. Mr. Biggar is a voting
member of the Advisor's Investment Committee. He has a
background in retirement planning, investment
management, tax planning, estate planning and insurance.
Prior to joining Weston, he was a consultant at Navigant
Consulting, a management consulting firm, where his
specialty was cash flow analysis and the valuation of
corporations. Mr. Biggar graduated Magna Cum Laude and
with Highest Distinction from the Academic Honors
Program at Babson College. At Babson, he received a B.S.
in Business Administration. Mr. Biggar received his
Masters in Taxation at Bentley University. He is a
member of the CFA Institute, as well as the Boston
Security Analyst Society.
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Ronald
Halterman,
Assistant
Portfolio Manager, CFP®,
CLU® |
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Ronald
Halterman is an Assistant Portfolio Manager to the
Alternative Strategies Portfolio. He is a Senior
Financial Associate of the Advisor and has been with the
Advisor since 2008. Mr. Halterman is a CFP®
Practitioner and has achieved the CLU®
designation. Prior to joining the Advisor, Mr. Halterman
was employed with the John Hancock Financial Network
where he worked as an Investment Advisor Representative
creating and implementing financial plans for clients.
Mr. Halterman holds a B.A. degree in Marketing, with a
minor in Theology, from Assumption College.
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Statement
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2012 by Weston
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