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
- 2025 -now Founder and Chief Investment Officer @
- 2007 -now Managing Partner @
- 2024 -now Co-Founder and Chief Investment Officer @
- 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 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 Bloomberg, Equities, High Net Worth Individuals, Fixed Income, Quantitative Research and more. Greg Newman has 4 emails on RocketReach.
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