About
Melbourne Newell serves as Head Trader and Vice President at Stacey Braun Associates Inc, a New York-based institutional investment management firm specializing in asset management for labor-management pension funds, unions, corporate organizations, and individuals. Since joining the firm in 1995, Newell has played a critical role in overseeing trading operations and portfolio management, contributing to the firm's growth to over $4.5 billion in assets under management.
Newell’s trading focus spans large-cap U.S. equities and technology sector stocks, with regular oversight across major asset classes including consumer discretionary, healthcare, financials, and communications, evidenced by key portfolio allocations to companies such as NVIDIA, Microsoft, Apple, Amazon, and Meta Platforms. He implements investment strategies for institutional portfolios and is responsible for tactical asset allocation and sector analysis in collaboration with the analytics and advisory teams.
Educated at St. John’s University, Newell is recognized for his expertise in institutional trading and portfolio construction. His professional contribution includes leading trading processes for institutional mandates and helping develop the firm’s boutique financial planning and investment division, which services both organizations and individual investors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Stacey Braun Associates Inc | Head Trader and Vice President | Nov 1995 to Present | — |