Prior to joining First Republic in 2011, Mr. Newman worked for Wells Fargo Private Bank for over ten years, most recently as Vice President, Investment Manager. His previous experience also includes working for a regional investment advisor in western Montana. Mr. Newman works in collaboration with each client to create written business plans to help guide investors toward their individual financial goals.
Active in his community, Mr. Newman currently serves on the board of the Madeleine School Advisory Council.
Newman received a Bachelor of Science degree in Business Administration from the University of Montana and holds the Certified Investment Management Consultant (CIMC) designation.
Wealth Management Experience: 15 Years
Check the background of this investment professional on FINRA’s BrokerCheck.