Jim Newman's Location
Hartford, CT, US
Jim Newman's Work
- Wealth Manager @ GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC
- President @ Peak Point Capital Management, LLC
- VP, Portfolio Research and Management @ Spruce Hill Capital Management, LLC
- Private Wealth Manager @ Sagemark Consulting
- Equity Research Analyst @ Frontline Capital Management, LLC
Jim Newman's Education
- Fairfield University
Bachelor of Arts Degree (History)
- Fairfield Prep
Jim Newman's Skills
- Alternative Investments
- Portfolio Management
- Strategic Financial Planning
- Investment Strategies
- Investments
- Risk Management
- Asset Management
- Finance
- Asset Allocation
- Financial Planning
Jim Newman's Summary
Jim Newman, based in Hartford, CT, US, is currently a Wealth Manager at GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC, bringing experience from previous roles at Peak Point Capital Management, LLC, Spruce Hill Capital Management, LLC, Sagemark Consulting and Frontline Capital Management, LLC. Jim Newman holds a Bachelor of Arts Degree in History @ Fairfield University. With a robust skill set that includes Alternative Investments, Portfolio Management, Strategic Financial Planning, Investment Strategies, Investments and more, Jim Newman contributes valuable insights to the industry. Jim Newman has 2 emails on RocketReach.
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