Newport Executive and Leadership Team

Josh Sitea, the Chief Executive Officer at Newport, directs the overarching strategic vision and operational trajectory of the firm. Overseeing the integration of record keeping, plan administration, and fiduciary consulting services, the Chief Executive Officer ensures alignment with long-term growth objectives. This leadership role involves managing complex relationships with institutional clients and navigating the evolving regulatory landscape within the insurance and brokerage sectors. By fostering a culture of innovation and operational excellence, Josh Sitea directly impacts the market position of the organization. Sitea coordinates with the board to execute high-level initiatives that expand the reach of the firm across North American markets. Through rigorous oversight of corporate performance, the Chief Executive Officer maintains the stability and reputation of the enterprise, ensuring that all service lines deliver consistent value to stakeholders while upholding the highest standards of professional conduct and financial stewardship.

Dylan West, the President at Newport, manages the operational execution of core plan administration and record keeping services. Overseeing the daily performance of administrative teams, the President ensures that all fiduciary consulting and trust services meet rigorous compliance standards. This leadership role involves optimizing service delivery models to improve client retention and operational efficiency. By streamlining internal processes, Dylan West directly supports the expansion of the firm into new market segments. West coordinates with other senior leaders to refine the service offerings provided to institutional clients. Through the application of deep industry expertise, the President drives the development of specialized insurance and brokerage solutions. This focus on operational excellence allows the firm to maintain a competitive edge, ensuring that every client receives high-quality support while the organization continues to scale its footprint across the national financial services market.

Steven Akerlow, the President & Principal & Broker at Newport, leads the strategic expansion of insurance and brokerage services. Overseeing the acquisition and management of high-value client accounts, the President & Principal & Broker ensures that all brokerage activities align with the fiduciary consulting mission of the firm. This leadership role involves navigating complex insurance markets to provide tailored risk management solutions for institutional partners. By leveraging deep market insights, Steven Akerlow drives revenue growth and strengthens the presence of the firm in key regional territories. Akerlow collaborates with the consulting division to integrate brokerage products into broader plan administration packages. Through the maintenance of strong industry relationships, the President & Principal & Broker secures long-term partnerships that bolster the financial health of the organization. This commitment to excellence in brokerage services ensures that the firm remains a trusted advisor for clients seeking comprehensive financial and insurance solutions.

Gary Defreitas, the President at Newport, directs the strategic initiatives related to trust and custody services. Overseeing the management of complex financial assets, the President ensures that all fiduciary obligations are met with precision and transparency. This leadership role involves coordinating with internal teams to provide seamless integration between trust services and plan administration. By optimizing asset management workflows, Gary Defreitas enhances the value proposition for institutional clients. Defreitas works closely with the consulting department to ensure that trust solutions support the overarching financial goals of the firm. Through the implementation of rigorous oversight mechanisms, the President maintains the integrity of all custody operations. This focus on operational reliability allows the organization to provide secure and efficient financial services, ensuring that the firm continues to lead in the delivery of specialized trust and custody solutions across the national market landscape.

James Campisi, the President at Newport, oversees the strategic development of specialized consulting services. Focusing on the delivery of fiduciary consulting, the President ensures that all advisory engagements provide actionable insights for institutional clients. This leadership role involves managing the professional teams responsible for plan design and regulatory compliance. By driving the growth of the consulting practice, James Campisi strengthens the market position of the firm as a premier advisor in the financial services sector. Campisi collaborates with other presidents to ensure that consulting services are fully integrated with record keeping and brokerage offerings. Through the application of expert knowledge, the President supports the long-term success of clients by navigating complex administrative and fiduciary challenges. This dedication to high-level consulting excellence ensures that the firm remains a vital partner for organizations seeking to optimize their retirement and benefit programs.

Matthew Meyer, the President, Newport Group Consulting, LLC at Newport, directs the specialized consulting operations within the firm. Overseeing the delivery of comprehensive plan administration and fiduciary consulting, the President, Newport Group Consulting, LLC ensures that all client engagements adhere to the highest standards of professional excellence. This leadership role involves managing the growth of the consulting division and expanding the service portfolio to meet evolving market demands. By fostering a culture of technical expertise, Matthew Meyer drives the development of innovative solutions for complex plan management. Meyer coordinates with the broader executive team to align consulting strategies with the overall mission of the firm. Through the effective management of resources and talent, the President, Newport Group Consulting, LLC ensures that the organization delivers superior value to institutional clients, maintaining a strong reputation for reliability and strategic insight in the competitive financial services industry.

David Sajous, the Chief Information Officer & Vice President, Information Technology at Newport, architects the digital infrastructure necessary to support complex record keeping and plan administration services. Overseeing the security and scalability of proprietary platforms, the Chief Information Officer & Vice President, Information Technology ensures that data integrity remains a top priority for all trust and custody operations. This leadership role involves driving the digital transformation of internal workflows to enhance efficiency for brokerage and consulting teams. By implementing advanced cybersecurity protocols, David Sajous protects sensitive client information across all regional operations. Sajous collaborates with executive leadership to align technological investments with the broader business goals of the firm. Through the deployment of robust software solutions, the Chief Information Officer & Vice President, Information Technology enables seamless service delivery, ensuring that the technological backbone of the organization supports sustained growth and superior client experiences in a competitive financial services landscape.