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, shaping market impact through expert guidance.
Driven by a commitment to comprehensive financial solutions, Newport provides record keeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance, and brokerage services, shaping market impact through expert guidance.
Leadership Roles at Newport
Josh Sitea - Chief Executive Officer
Josh Sitea, the Chief Executive Officer at Newport, directs the overarching corporate strategy and operational framework. Sitea guides the company's expansion across its diverse service offerings, including record keeping, plan administration, and trust and custody solutions. This leadership position involves aligning all business units with the company's core mission of providing comprehensive financial services. By focusing on strategic growth initiatives, Josh Sitea ensures the sustained development of client relationships and market penetration. The Chief Executive Officer's role is central to maintaining Newport's competitive edge in the insurance and brokerage sectors. Sitea's executive decisions directly influence the company's financial performance and long-term viability, driving innovation in service delivery and operational efficiency across all divisions.
Pamela Kurstedt - President & Chief Executive Officer
Pamela Kurstedt, the President & Chief Executive Officer at Newport, spearheads the company's strategic vision and executive leadership. Kurstedt oversees the integration of record keeping, plan administration, and trust and custody services, ensuring seamless client experiences. This role demands a deep understanding of the financial services landscape, particularly in insurance and brokerage. Pamela Kurstedt drives initiatives that enhance operational efficiency and expand market reach, focusing on delivering value through expert consulting and fiduciary services. The President & Chief Executive Officer's mandate includes fostering innovation and maintaining the highest standards of service delivery. By championing strategic partnerships and client-centric approaches, Kurstedt solidifies Newport's position as a leader in the industry, directly impacting revenue growth and client retention.
Gary Defreitas - President
Gary Defreitas, the President at Newport, directs key operational segments and strategic initiatives across the organization. Defreitas focuses on optimizing the delivery of record keeping, plan administration, and trust and custody services, ensuring alignment with client needs and market demands. This leadership position involves enhancing operational workflows and driving efficiency throughout the company's service divisions. Gary Defreitas plays a pivotal role in expanding Newport's market presence within the insurance and brokerage sectors. The President's responsibilities include fostering cross-functional collaboration and ensuring the highest standards of service excellence. By overseeing critical business functions, Defreitas contributes significantly to the company's overall performance and strategic objectives, reinforcing Newport's reputation for reliability and expertise.
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 focuses on delivering specialized consulting, fiduciary consulting, and advisory services to clients navigating complex financial landscapes. This role involves enhancing the value proposition of Newport's consulting offerings, ensuring they complement the company's core record keeping and plan administration services. Matthew Meyer drives the development of innovative solutions that address evolving client needs in the insurance and brokerage markets. The President, Newport Group Consulting, LLC's leadership is crucial for expanding the firm's advisory footprint and strengthening client relationships. Meyer's expertise directly contributes to Newport's reputation as a comprehensive financial solutions provider.
James Campisi - President
James Campisi, the President at Newport, oversees critical business units and drives strategic growth initiatives. Campisi focuses on enhancing the delivery of record keeping, plan administration, and trust and custody services, ensuring operational excellence. This leadership role involves optimizing service delivery models and expanding Newport's market share within the insurance and brokerage sectors. James Campisi champions initiatives that improve client satisfaction and retention, fostering strong relationships through dedicated service. The President's mandate includes driving efficiency and innovation across operational departments. By guiding key business functions, Campisi significantly contributes to Newport's sustained success and its position as a trusted financial services partner.
Steven Akerlow - President & Principal & Broker
Steven Akerlow, the President & Principal & Broker at Newport, directs the strategic operations and brokerage services of the firm. Akerlow focuses on expanding the company's insurance and brokerage offerings, ensuring compliance and driving revenue growth. This multifaceted role involves overseeing key principal activities and managing the brokerage division to meet client demands effectively. Steven Akerlow champions initiatives that enhance the firm's market position and client engagement strategies. The President & Principal & Broker's leadership is vital for navigating the complexities of the financial services market and delivering superior brokerage solutions. Akerlow's expertise directly supports Newport's mission of providing comprehensive financial services and fostering long-term client partnerships.
Dylan West - President
Dylan West, the President at Newport, leads strategic development and operational oversight for key business segments. West concentrates on enhancing the company's record keeping, plan administration, and trust and custody services, ensuring seamless integration and client satisfaction. This executive position involves driving operational efficiencies and expanding Newport's reach within the insurance and brokerage industries. Dylan West spearheads initiatives aimed at strengthening client relationships and delivering exceptional service value. The President's role is integral to maintaining Newport's competitive advantage and achieving its growth objectives. West's leadership directly impacts the company's ability to provide comprehensive financial solutions and uphold its industry standing.
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 strategy. Sajous manages the development and implementation of robust IT systems that support record keeping, plan administration, and trust and custody operations. This critical role ensures data security, system reliability, and technological innovation across all Newport affiliates. David Sajous drives the integration of advanced technologies to enhance service delivery and operational efficiency, directly supporting the company's insurance and brokerage functions. The Chief Information Officer & Vice President, Information Technology's leadership ensures that Newport remains at the forefront of technological advancements in the financial services sector. Sajous's strategic oversight of information technology is fundamental to maintaining competitive advantage and supporting the company's growth objectives.
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