Greg Newman Email & Phone Number
Founder and Chief Investment Officer @ 3 Oaks Partners Investment Counsel
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Greg Newman Location
- Florida, United States
Greg Newman Work
- Founder and Chief Investment Officer @ (January 2025 - Present)
- Managing Partner @ (May 2007 - Present)
- Co-Founder and Chief Investment Officer @ (January 2024 - Present)
- Vice President @ (May 2019 - June 2024)
- Principal and Senior Portfolio Manager, Sabal Dividend Growth Strategy @ (January 2017 - October 2018)
- Lead Portfolio Manager, Thematic Growth Strategy and Large Cap Growth @ (August 2007 - September 2016)
- Sr. Portfolio Manager, Institutional and High Net Worth | Fiduciary and Trust @ (October 1997 - August 2007)
- Financial Advisor @ (January 1996 - January 1997)
- Fiduciary Liability and Surety Bond Underwriter @ (January 1992 - January 1996)
Greg Newman Education
- Missouri State University
BS (Finance)
- Washington University in St. Louis - Olin Business School
MBA (Finance)
Greg Newman Skills
- Bloomberg
- Equities
- High Net Worth Individuals
- Fixed Income
- Quantitative Research
- Chartered Financial Analyst
- Management
- Behavioral Finance
- Mentoring
- Teaching
- Institutional Sales
- Hedge Funds
- Building Relationships
- Community Leadership
- CIMA
- Portfolio Management
- Growth Strategies
- Fiduciary
- Coaching
- Financial Modeling
- Wealth Management
- ETFs
- Retirement Plan Consulting
- Securities
- Family Office
- Institutional Research
- Leadership
- Institutional Investments
- Investment Management
- Investments
- Investment Policy
- Asset Allocation
- Future Trends
- Alternative Investments
- Investment Advisory
- Financial Analysis
- Technical Analysis
- Derivatives
- Separately Managed Accounts
- Fundamental Analysis
- Momentum Trading
- Series 7
- Microsoft Office
- Performance Attribution
- Investment Strategies
- Equity Valuation
- Asset Management
- Bonds
- Trust Management
- Charitable Trusts
- Thematic Investing
- Mutual Funds
- Equity Research
- Communication
- Teamwork
Greg Newman Summary
- Greg Newman, based in Florida, United States, is currently a Founder and Chief Investment Officer at 3 Oaks Partners Investment Counsel. Greg Newman brings experience from previous roles at THREE OAKS PARTNERSHIP LLP, MCFIRE Capital Fund 1, PNC Institutional Asset Management and Sabal Trust Company. Greg Newman holds a BS in Finance @ Missouri State University. With a robust skill set that includes Bloomberg, Equities, High Net Worth Individuals, Fixed Income, Quantitative Research and more. Greg Newman has 3 emails and 2 mobile phone numbers on RocketReach.
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