Caryn S. Newman Professional History

Experience:

Stone Hill Fiduciary Management, LLC
Director, Plan Investment Fiduciary Services
Director, Plan Administration Fiduciary Services
2012 – Present
Ameriprise Financial, Inc.
Columbia Asset Management
Director, Business Analysis
2010 – 2012
Bank of America
Columbia Asset Management
Vice President, Business Support Manager
2005 – 2010
U.S. Trust
Vice President, Financial Planning and Analysis Group
Finance Project Manager
JPMorgan Chase & Co.
JPMorgan Fleming Asset Management, New York
Managing Director / Vice President, MIS / Special Projects
1986 – 2004
Vista Fund Distributor
Managing Director
Chase Manhattan Bank, New York
Global Asset Management, Private Bank
Vice President, Finance and Administration
Chemical Private Bank
Controller
Assistant Controller

Education:

Hofstra University, M.B.A., 1985
State University of NY at Binghamton, School of Management, B.S., magna cum laude, 1982

Designations:

Investment Advisor (Series 63, 65)
Accredited Investment Fiduciary® Professional Designation, Centre for Fiduciary Studies

Affiliations:

Member, National Association of Plan Advisors (2012-2015)
Member, American Society of Pension Professionals and Actuaries (2012-2015)