Leadership Overview
Newport has 8 executives leading key functions including strategy, operations, technology, and client services.
Driven by a commitment to comprehensive financial solutions, Newport provides record keeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance, and brokerage services, impacting the broader financial services landscape.
Driven by a commitment to comprehensive financial solutions, Newport provides record keeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance, and brokerage services, impacting the broader financial services landscape.
Leadership Roles at Newport
Josh Sitea - Chief Executive Officer
Josh Sitea, the Chief Executive Officer at Newport, directs the overarching corporate strategy and operational execution. Sitea guides the company's expansion across its diverse service offerings, including record keeping, plan administration, and trust services. This leadership involves aligning all business units with the company's mission to deliver integrated financial solutions. By focusing on market dynamics and client needs, Josh Sitea ensures Newport maintains its competitive edge in the insurance and brokerage sectors. The Chief Executive Officer's purview encompasses driving innovation and fostering a culture of excellence throughout the organization, directly impacting revenue growth and client retention. Sitea's strategic vision shapes the company's long-term trajectory and its ability to navigate complex financial markets.
Pamela Kurstedt - President & Chief Executive Officer
Pamela Kurstedt, the President & Chief Executive Officer at Newport, spearheads the company's strategic direction and operational oversight. Kurstedt drives the integration of Newport's comprehensive suite of services, encompassing record keeping, plan administration, trust and custody, and consulting. This role involves ensuring seamless client experiences across all touchpoints, from initial engagement to ongoing support. Pamela Kurstedt's leadership focuses on enhancing the company's market position by optimizing service delivery and expanding its reach within the financial services industry. The President & Chief Executive Officer's responsibilities include fostering key stakeholder relationships and championing initiatives that support sustainable growth. By championing strategic partnerships and operational efficiencies, Kurstedt solidifies Newport's reputation for reliability and expertise in insurance and brokerage services.
Gary Defreitas - President
Gary Defreitas, the President at Newport, drives strategic initiatives and operational excellence across key business segments. Defreitas oversees the expansion and refinement of Newport's core offerings, including plan administration, trust and custody services, and specialized consulting. This leadership position involves ensuring that all operational facets align with the company's overarching goals of client satisfaction and market leadership. Gary Defreitas's focus is on enhancing service delivery models and fostering cross-functional collaboration to maximize efficiency and client value within the insurance and brokerage domains. The President's responsibilities extend to identifying new growth opportunities and strengthening Newport's presence in critical markets. Through strategic oversight and a commitment to innovation, Defreitas contributes significantly to the company's sustained success and its reputation for delivering comprehensive financial solutions.
Dylan West - President
Dylan West, the President at Newport, directs strategic growth and operational management for designated business units. West oversees the execution of plans related to record keeping, plan administration, and fiduciary consulting services, ensuring alignment with Newport's comprehensive financial solutions strategy. This leadership role emphasizes enhancing service delivery and client engagement across all platforms. Dylan West's primary objective is to drive operational efficiencies and identify new avenues for market penetration within the insurance and brokerage sectors. The President's responsibilities include fostering strong relationships with clients and partners, thereby reinforcing Newport's commitment to excellence. By championing strategic development and operational improvements, West plays a crucial part in advancing the company's mission and solidifying its position as a trusted provider of financial services.
Matthew Meyer - President, Newport Group Consulting, LLC
Matthew Meyer, the President, Newport Group Consulting, LLC at Newport, leads the strategic direction and operational execution of the consulting division. Meyer spearheads the delivery of specialized fiduciary consulting, plan administration, and advisory services, ensuring clients receive expert guidance tailored to their unique financial objectives. This leadership role involves cultivating a high-performance team dedicated to innovation and client success. Matthew Meyer's focus is on expanding the consulting practice's reach and impact, reinforcing Newport's position as a leader in comprehensive financial solutions. The President, Newport Group Consulting, LLC's responsibilities include developing advanced strategies that address complex market challenges within the insurance and brokerage industries. By driving strategic initiatives and fostering client partnerships, Meyer significantly contributes to the firm's growth and its reputation for delivering exceptional value.
James Campisi - President
James Campisi, the President at Newport, drives strategic initiatives and operational oversight for key segments of the organization. Campisi directs the expansion and enhancement of Newport's core services, including trust and custody, plan administration, and insurance solutions. This leadership role ensures seamless integration across all service lines, supporting the company's commitment to providing comprehensive financial expertise. James Campisi's strategic focus involves optimizing operational workflows and fostering a client-centric approach to service delivery within the insurance and brokerage sectors. The President's responsibilities extend to identifying and capitalizing on emerging market opportunities, thereby strengthening Newport's competitive position. Through dedicated leadership and a focus on innovation, Campisi plays a vital role in advancing the company's mission and delivering sustained value to clients.
Steven Akerlow - President & Principal & Broker
Steven Akerlow, the President & Principal & Broker at Newport, leads strategic operations and brokerage services. Akerlow directs the expansion of Newport's insurance and brokerage offerings, ensuring alignment with the company's comprehensive financial solutions framework. This leadership involves overseeing brokerage activities and principal responsibilities to maximize client value and market penetration. Steven Akerlow's focus is on driving growth through innovative brokerage strategies and maintaining the highest standards of service excellence. The President & Principal & Broker's role encompasses managing key relationships and identifying opportunities to enhance the firm's service portfolio. By championing strategic development and operational efficiency, Akerlow significantly contributes to Newport's sustained success and its reputation for delivering expert financial guidance.
David Sajous - Chief Information Officer & Vice President, Information Technology
David Sajous, the Chief Information Officer & Vice President, Information Technology at Newport, architects the company's technology infrastructure and digital transformation initiatives. Sajous oversees the development and implementation of robust IT systems that support Newport's extensive service portfolio, including record keeping, plan administration, and trust services. This leadership ensures the security, scalability, and efficiency of all technological operations. David Sajous's strategic focus is on leveraging cutting-edge technology to enhance client services and streamline internal processes, directly supporting the company's insurance and brokerage operations. The Chief Information Officer & Vice President, Information Technology's role involves managing data integrity and driving innovation in IT solutions. By optimizing the technology stack, Sajous enables Newport to deliver superior client outcomes and maintain a strong competitive advantage in the evolving financial landscape.
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