Greg Newman Email & Phone Number
Co-Founder and Chief Investment Officer @ MCFIRE Capital Fund 1
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Greg Newman Location
- Florida, United States
Greg Newman Work
- 2024 - now Co-Founder and Chief Investment Officer @
- 2025 - now Founder and Chief Investment Officer @
- 2007 - now Managing Partner @
- 2019 - 2024 Vice President @
- 2017 - 2018 Principal and Senior Portfolio Manager, Sabal Dividend Growth Strategy @
- 2007 - 2016 Lead Portfolio Manager, Thematic Growth Strategy and Large Cap Growth @
- 1997 - 2007 Sr. Portfolio Manager, Institutional and High Net Worth | Fiduciary and Trust @
- 1996 - 1997 Financial Advisor @
- 1992 - 1996 Fiduciary Liability and Surety Bond Underwriter @
Greg Newman Education
- Washington University in St. Louis - Olin Business School
MBA (Finance)
- Missouri State University
BS (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 Co-Founder and Chief Investment Officer at MCFIRE Capital Fund 1. Greg Newman brings experience from previous roles at 3 Oaks Partners Investment Counsel, THREE OAKS PARTNERSHIP LLP, 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 Bloomberg, Equities, High Net Worth Individuals, Fixed Income, Quantitative Research and more. Greg Newman has 4 emails and 1 mobile phone numbers on RocketReach.
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