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 role involves aligning all business units to achieve synergistic growth and enhance client value. By focusing on market opportunities and competitive positioning, Josh Sitea ensures Newport maintains its leadership in the financial services sector. The Chief Executive Officer's mandate includes fostering innovation and driving the company's long-term vision for sustained success and market impact.
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 record keeping, plan administration, and trust and custody services, ensuring seamless client experiences. This executive position involves cultivating key relationships with stakeholders and guiding the organization toward its core mission. By championing a culture of excellence, Pamela Kurstedt enhances Newport's reputation for reliability and comprehensive financial solutions. The President & Chief Executive Officer's responsibilities extend to overseeing fiduciary consulting and insurance services, solidifying the company's holistic approach to client needs.
Dylan West - President
Dylan West, the President at Newport, directs key operational segments and strategic growth initiatives. West oversees the delivery of comprehensive financial services, including record keeping, plan administration, and trust and custody solutions. This leadership position involves fostering cross-functional collaboration to optimize service delivery and client satisfaction. By focusing on operational excellence, Dylan West ensures that Newport's offerings consistently meet the evolving needs of its clientele. The President's mandate includes driving efficiency and innovation within the operational framework, supporting the company's broader mission of providing integrated financial solutions.
Steven Akerlow - President & Principal & Broker
Steven Akerlow, the President & Principal & Broker at Newport, leads the company's brokerage and insurance service divisions. Akerlow drives the strategic development and execution of sales and client acquisition efforts within these specialized areas. This executive role involves ensuring compliance with regulatory standards and fostering strong relationships with clients and partners. By focusing on market penetration and service expansion, Steven Akerlow enhances Newport's integrated financial service capabilities. The President & Principal & Broker's responsibilities include overseeing brokerage operations and developing innovative insurance solutions to meet diverse client needs.
Gary Defreitas - President
Gary Defreitas, the President at Newport, spearheads the strategic direction and operational management of key business units. Defreitas oversees the delivery of integrated financial services, including record keeping, plan administration, and trust and custody solutions. This executive position focuses on enhancing operational efficiency and driving client-centric strategies across the organization. By championing best practices, Gary Defreitas ensures the consistent delivery of high-quality services that align with Newport's mission. The President's role involves fostering a culture of continuous improvement and strategic growth, supporting the company's commitment to comprehensive financial solutions.
Matthew Meyer - President, Newport Group Consulting, LLC
Matthew Meyer, the President, Newport Group Consulting, LLC at Newport, directs the strategic advisory and consulting services offered by the company. Meyer oversees the provision of fiduciary consulting and specialized plan administration guidance to clients. This leadership role involves developing innovative solutions that address complex financial planning and compliance challenges. By focusing on expert analysis and strategic recommendations, Matthew Meyer enhances Newport's value proposition in the consulting space. The President, Newport Group Consulting, LLC's mandate includes driving client success through tailored advice and comprehensive support, reinforcing the company's position as a trusted financial partner.
James Campisi - President
James Campisi, the President at Newport, leads critical operational functions and strategic growth initiatives. Campisi oversees the delivery of comprehensive financial services, including record keeping, plan administration, and trust and custody solutions. This executive position emphasizes optimizing service delivery and fostering strong client relationships. By focusing on operational excellence and strategic alignment, James Campisi ensures that Newport's offerings effectively meet market demands. The President's responsibilities include driving efficiency and innovation within operational frameworks, supporting the company's overarching goal of providing integrated financial solutions.
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 record keeping, plan administration, and trust services. This critical role ensures data security, system reliability, and the efficient deployment of technological solutions across all business functions. By driving innovation in information technology, David Sajous enhances operational efficiency and client service delivery. The Chief Information Officer & Vice President, Information Technology's focus includes leveraging advanced analytics and digital platforms to support Newport's strategic objectives and market competitiveness.
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