Newport Executive and Leadership Team

Josh Sitea, the Chief Executive Officer at Newport, directs the overarching corporate strategy and long-term vision for the organization. Sitea manages the alignment of record keeping and plan administration services with evolving market demands. By overseeing the integration of trust and custody operations, the Chief Executive Officer ensures that Newport maintains a competitive edge in the financial services sector. This leadership role involves constant collaboration with the Board to drive sustainable growth and operational efficiency. Josh Sitea monitors the performance of all business units to guarantee that fiduciary consulting standards remain high. Through the implementation of rigorous governance frameworks, the Chief Executive Officer secures the integrity of client assets. Sitea prioritizes the expansion of brokerage services to meet the complex needs of institutional clients. Ultimately, the Chief Executive Officer fosters a culture of accountability and innovation that defines the firm's market presence.

Pamela Kurstedt, the President & Chief Executive Officer at Newport, executes the daily operational mandates and strategic initiatives required to maintain industry leadership. Kurstedt oversees the delivery of insurance and brokerage services, ensuring that all client engagements meet strict regulatory requirements. As the President & Chief Executive Officer, Kurstedt drives the development of new service lines that enhance the firm's value proposition in the retirement and benefits space. This role requires constant interaction with senior leadership to optimize resource allocation across the organization. Pamela Kurstedt monitors the effectiveness of plan administration workflows to improve client satisfaction and retention. By championing digital transformation efforts, the President & Chief Executive Officer streamlines complex administrative processes. Kurstedt maintains a focus on scaling operations to support the firm's broad market reach. Through decisive leadership, the President & Chief Executive Officer ensures that Newport delivers consistent, high-quality financial outcomes for every client.

James Campisi, the President at Newport, manages the strategic growth of the firm's core administrative and record keeping divisions. Campisi oversees the operational execution of plan administration services, ensuring that all processes align with the company's commitment to fiduciary excellence. As the President, Campisi drives the expansion of service capabilities to better serve institutional clients across North American markets. This leadership role involves coordinating with department heads to improve service delivery models and operational throughput. James Campisi monitors the performance of administrative teams to ensure compliance with industry regulations and internal quality standards. By fostering strong relationships with key stakeholders, the President secures the firm's reputation for reliability and precision. Campisi directs the development of scalable solutions that address the evolving needs of retirement plan sponsors. Through consistent oversight, the President ensures that Newport maintains its position as a trusted partner in the financial services industry.

Matthew Meyer, the President, Newport Group Consulting, LLC at Newport, directs the specialized consulting and fiduciary advisory services provided to clients. Meyer oversees the development of strategic benefit plans and retirement solutions that address complex regulatory and financial challenges. As the President, Newport Group Consulting, LLC, Meyer drives the growth of the consulting practice by identifying new market opportunities and enhancing service offerings. This role requires close collaboration with the broader executive team to ensure that consulting insights inform the firm's overall strategy. Matthew Meyer monitors the quality of fiduciary advice to ensure that clients receive actionable and compliant guidance. By leading a team of expert consultants, the President, Newport Group Consulting, LLC ensures that Newport delivers tailored solutions that drive long-term value. Meyer focuses on expanding the firm's influence in the consulting sector through thought leadership and superior client service. Through strategic management, the President, Newport Group Consulting, LLC supports the firm's mission.

Dylan West, the President at Newport, oversees the firm's regional operations and the delivery of comprehensive insurance services. West directs the implementation of sales strategies that expand the company's footprint in key markets. As the President, West manages the integration of brokerage services with existing plan administration offerings to provide a seamless client experience. This role involves coordinating with regional teams to ensure that service delivery remains consistent and high-performing. Dylan West monitors market trends to identify new opportunities for growth and service diversification. By optimizing the sales funnel and client acquisition processes, the President drives revenue growth and market penetration. West collaborates with other leaders to ensure that operational resources are effectively deployed to meet client needs. Through proactive management, the President ensures that Newport maintains a strong competitive position. Dylan West fosters a culture of excellence that supports the firm's long-term objectives and commitment to client success.

Steven Akerlow, the President & Principal & Broker at Newport, manages the firm's brokerage operations and client relationship management strategies. Akerlow directs the placement of insurance products and the development of customized brokerage solutions for institutional clients. As the President & Principal & Broker, Akerlow oversees the compliance and regulatory aspects of all brokerage activities to ensure adherence to industry standards. This role involves working closely with clients to understand their unique risk profiles and financial goals. Steven Akerlow monitors the performance of the brokerage division to ensure that service delivery aligns with the firm's broader mission. By leveraging deep industry expertise, the President & Principal & Broker drives the expansion of the firm's insurance portfolio. Akerlow collaborates with other executives to integrate brokerage insights into the company's overall service model. Through strategic leadership, the President & Principal & Broker ensures that Newport provides comprehensive and effective financial protection for all clients.

Gary Defreitas, the President at Newport, oversees the operational efficiency and service quality of the firm's trust and custody divisions. Defreitas directs the management of client assets and ensures that all fiduciary responsibilities are met with precision and transparency. As the President, Defreitas drives the optimization of trust administration workflows to improve speed and accuracy for institutional clients. This role involves coordinating with the technology and consulting teams to ensure that trust services are fully integrated into the firm's broader financial solutions. Gary Defreitas monitors the performance of the trust division to ensure that all operations remain compliant with evolving regulatory requirements. By focusing on process improvement and risk management, the President ensures that Newport maintains the highest standards of asset security. Defreitas leads initiatives to enhance the client experience through better reporting and communication. Through dedicated oversight, the President supports the firm's commitment to providing reliable and secure financial services.

David Sajous, the Chief Information Officer & Vice President, Information Technology at Newport, architects the digital infrastructure necessary to support secure record keeping and plan administration. Sajous directs the implementation of advanced cybersecurity protocols to protect sensitive client data across all platforms. As the Chief Information Officer & Vice President, Information Technology, Sajous oversees the integration of new software solutions that enhance the efficiency of trust and custody services. This role involves managing the technical roadmap to ensure that Newport remains at the forefront of financial technology innovation. David Sajous collaborates with other executives to align IT investments with the firm's broader strategic goals. By optimizing cloud-based systems, the Chief Information Officer & Vice President, Information Technology improves the accessibility and reliability of client portals. Sajous drives the modernization of internal databases to support complex consulting operations. Through technical leadership, the Chief Information Officer & Vice President, Information Technology ensures robust system performance.