Caryn S. Newman Professional History


Stone Hill Fiduciary Management, LLC
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
Assistant Controller


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


Investment Advisor (Series 63, 65)

Industry Positions:

Member, Fidelity Advisor Panel (2018-Present)


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