Experience

Newport Capital Group

• Australia
• Investment Banking
• 1 - 100 Employee

• Senior Vice President Business Development

  • Oct 2018 - Present

  Newport Capital Group works with institutions and wealthy families across the United State from our headquarters in Red Bank, NJ. We are a Registered Investment Advisor (RIA) with the SEC under the Investment Advisor Act of 1940. We are held to a fiduciary standard, and must act in the best interest of our clients. Our undivided client loyalty allows Newport Capital Group to serve in a fiduciary capacity, the highest standard of care available under law. We believe our clients join us because… Show more Newport Capital Group works with institutions and wealthy families across the United State from our headquarters in Red Bank, NJ. We are a Registered Investment Advisor (RIA) with the SEC under the Investment Advisor Act of 1940. We are held to a fiduciary standard, and must act in the best interest of our clients. Our undivided client loyalty allows Newport Capital Group to serve in a fiduciary capacity, the highest standard of care available under law. We believe our clients join us because of our reputation as an independent, objective and trusted advisor. Newport Capital Group was named one of PLANADVISER’s Top 100 Advisers for 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012 and 2011 in the United States. Newport Capital Group was ranked #25 (out of 607 Firms), #1 in New Jersey, #1 in Philadelphia Metro, and #5 in New York Tri-State in Financial Advisor’s 2021 Annual Registered Investment Advisor (RIA) Ranking. The firm was also named to the National Association of Plan Advisors 2020, 2019, 2018 and 2017 Top Defined Contribution Advisor Teams and the National Association of Plan Advisors 2018 Top DC Advisors Multi-Office Firms. In 2016, Newport Capital Group was named PLANSPONSOR Large Team of the Year by PLANADVISER Magazine. Please see important award disclosures listed on our website, https://newportcapitalgroup.com/disclosure/

• Vice President of Marketing

  • Jun 2009 - Oct 2018



RegentAtlantic Capital, LLC

• Director of Marketing

  • Sep 2006 - May 2009

  Morristown, NJ