New Century Portfolios - Portfolio Managers

Funds

Prices

Product Sheets

Online Account Access

Applications & Forms

Prospectus & Reports

About Us

News

Questions?

PORTFOLIO MANAGERS

Wayne M. Grzecki

Portfolio Manager of New Century Portfolios

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.



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 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.

Susan K. Arnold

Portfolio Manager, CFP®, MSPFP

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.

Andre M. Fernandes

Portfolio Manager, CFP®

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.

Matthew D. Biggar

Assistant Portfolio Manager, CFP®

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.

Ronald Halterman,

Assistant Portfolio Manager, CFP®, CLU®

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.

Privacy Statement