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 @ THREE OAKS PARTNERSHIP LLP (May 2007 - Present)
- Co-Founder and Chief Investment Officer @ (January 2024 - Present)
- Vice President @ PNC Institutional Asset Management (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
- Washington University in St. Louis - Olin Business School
MBA (Finance)
- Missouri State University
BS (Finance)
Greg Newman Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Modeling
- Audio Conferencing
- Behavioral Finance
- Business Consulting
- Business Planning
- Business Process
- CIMA
- Charitable Trusts
- Chartered Financial Analyst
- Client Relations
- Coaching
- Community Leadership
- Consultative Approach
- Critical Thinking
- ETFs
- Equities
- Equity Research
- Equity Valuation
- Excel Formulas
- Family Office
- Fiduciary
- Financial Modeling
- Fixed Income
- Fundamental Analysis
- Growth Strategies
- Hedge Funds
- High Net Worth Individuals
- Individual Retirement Accounts (IRA)
- Institutional Business Development
- Institutional Investments
- Institutional Research
- Institutional Sales
- Investment Advisory
- Investment Management
- Investment Policy
- Investment Strategies
- Investments
- Investor Relations
- LOOKUP
- Leadership
- Management Consulting
- Mentoring
- Momentum Trading
- Mutual Funds
- New Development
- Portfolio Management
- Private Investment
- Problem Solving
- Quantitative Research
- Real Estate
- Regulatory Compliance
- Retirement Income Strategies
- Retirement Planning
- Roadshows
- Securities
- Separately Managed Accounts
- Series 65
- Slide Decks
- Slide Preparation
- Tax Strategies
- Teaching
- Teamwork
- Technical Analysis
- Thematic Investing
- Trust Management
- Wealth Management
- Bloomberg
- Management
- Building Relationships
- Retirement Plan Consulting
- Future Trends
- Financial Analysis
- Derivatives
- Series 7
- Microsoft Office
- Performance Attribution
- Bonds
- Communication
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 MBA in Finance @ Washington University in St. Louis - Olin Business School. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Modeling, Audio Conferencing and more. Greg Newman has 3 emails and 2 mobile phone numbers on RocketReach.
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