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PORTFOLIO MANAGERS 

Wayne M. Grzecki


President and Portfolio Manager of New Century Portfolios

Wayne M. Grzecki, who has over 20 years of investment experience, is President and Portfolio Manager of the Trust.  He 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 has been the President of the Advisor since 8/2005 and before that 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 Doctor 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.


Ronald A. Sugameli


Portfolio Manager of the New Century Alternative Strategies Portfolio

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 has been a Managing Director with the Advisor since August 2005 and before that 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.

 

Susan K. Arnold


Assistant Portfolio Manager

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, Ms. Arnold serves as Assistant Portfolio Manager and Assistant Treasurer for the New Century Portfolios.  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.

 

Andre M. Fernandes 



Assistant Portfolio Manager

Andre M. Fernandes is a 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, Mr. Fernandes serves as Assistant Portfolio Manager for New Century Portfolios. 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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