New Century Asset Management, Inc.
Meet Our Team
Meet our Team
Senior Director of Investment Strategy
Kate joined New Century Asset Management in 1997 and has over twenty eight years experience in the financial services industry. As the Director of the Investment Team, Kate works closely with the team in designing the firms investment allocation strategies and also directs the firm's mutual fund analysis and research process. Her research includes direct interaction with mutual fund managers of New Century's core holdings. Additionally, Kate is responsible for the firm's fixed income analysis, research and selection process. (read more)
As a Certified Financial Planner (CFP), Kate works closely with clients in establishing personal and financial goals and objectives. She also provides comprehensive investment counseling to high net worth individuals and specializes in the management of pension assets and other tax-deferred programs.
Prior to joining New Century Asset Management, Kate was a portfolio manager with Sarantos & Co., Inc. for 14 years. She gained investment experience through her associations with Raymond James & Associates and Royal Alliance Associates.
Kate holds a BS in Business Administration from West Chester University of Pennsylvania. She holds Life, Health and Variable Insurance Licenses. Kate is a long standing member of the Greater New Jersey Estate Planning Council.
Senior Portfolio Manager
As the Senior Portfolio Manager of New Century Asset Management since 2002, Greg directs the firm's equity research, analysis and selection process. Greg has focused his entire career on equity markets and strategies since 1981. In addition to equity research, his responsibilities include: sector-based research, monitoring macro economic and global investment trends, conducting research for fixed income and equity fund portfolios. (read more)
Along with joining New Century Asset Management in 2002, Greg has provided equity research and portfolio management for the Valley National Bank Trust Department and served on the Trust Investment Committee from 2002-2007.
Prior to joining New Century Asset Management, Inc., Greg was the founder and Managing Partner of GMP Asset Management, LLC, a fee-based Registered Investment Advisory Firm. As the Senior Portfolio Manager, Greg provided discretionary investment management for equity, fixed income and balanced portfolios. In addition to his focus on equity research, his portfolio management experience includes asset allocation and sector strategies. Prior to establishing GMP Asset Management in 1989, he gained investment experience at Kidder Peabody & Co., Paine Webber Jackson Curtis, and Shearson Lehman. Since the beginning of his professional career Greg has worked closely with clients, on a personal and confidential basis, to structure, implement, and monitor customized investment plans to ensure their long-term financial independence.
Greg earned his B.S in Business Administration and Finance from the University of Minnesota and has studied at the College of Financial Planning. He has been an SEC Registered Investment Advisor since1990. Greg is on the Board of Directors for the Lakeland Hills Family YMCA in Mountain Lakes, NJ since 1996, where he also is the Treasurer and active member on the Financial Development and Fund Raising Committee and the Executive and Finance Committee.
Leanne joined New Century Asset Management in 2007 as an investment research analyst. She conducts equity, mutual fund and fixed income research ranging from broad sector analysis to individual company valuation. Leanne uses a combination of quantitative and qualitative analysis for her research. She also monitors asset allocations and handles trading in equities, mutual funds and options. (read more)
Prior to joining New Century, she was a senior research analyst at Sherwood Securities where she concentrated on equities in the consumer sector of the economy. Before that, she worked as an associate at Morgan Stanley where she developed her analytical and technical skills while working with the equity, M&A, fixed income and real estate divisions. Prior to that she worked in the equity research department of Prudential-Bache Securities. Leanne also taught as an adjunct professor for the International Business graduate studies program at Centenary College.
Leanne graduated from Rutgers University and earned her MBA in Finance and International Business at New York University.
Lake Forest Yacht Club Member
Jefferson Township PTA Member
Chief Compliance Officer & Operations Manager
Carla Matrisciano, CPA
Retirement Plan Specialist
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