Greg Newman, Cfa, Cima Email & Phone Number

Florida, United States

St Petersburg, Florida, United States

Family Office / Private investment Partnership focused on thematic equities and PE agriculture real estate for friends, family, and associated investment needs.

Emerging Hedge Fund focused on specialty network technology Real Estate

Tampa/St. Petersburg, Florida Area

Institutional Investment Advisor / Outsourced Chief Investment Officer for PNC's Foundation, Endowment, Retirement Plan and other Institutional clients. Responsible for managing existing institutional relationships and growing market presence in Western Florida.

Tampa/St. Petersburg, Florida Area

Lead Portfolio Manager for the ~$1B Sabal Trust Dividend Growth strategy. Oversee and manage a team of internal research analysts. Implement and maintain a well defined investment process to achieve attractive risk adjusted returns and growing cash flow over time.

West Palm Beach, Florida Area

Sr. Vice President - Lead Portfolio Manager Manage the Thematic Equity / Large Cap Growth strategy, including 2 Mutual Funds and 500+Separately Managed Accounts. Facilitate research relationships with internal and external providers. Developed & implemented Thematic Growth framework & market segmentation process including stock selection criteria, weighting guidelines, and buy /sell discipline and execution. •Change Agent: Restructured portfolio construction process, emphasising investment themes to achieve higher active share with minimal increase in active risk. •Performance: Portfolio restructuring resulted in top 5% peer ranking in the Large Cap Growth space first 12 months as Lead Portfolio Manager.•Results: Expanded assets under management (AUM) from $300M to $1.1B over 7-year period. Expanded strategy beyond proprietary wealth management platform to 4 external platforms.•Innovation: Streamlined process for initiating new research ideas that reduced cycle time by 87%. Implemented behavioral based monitoring system to identify biases and optimize investment process to capitalize on analysts and PMs inherent strengths and warn of sub optimal behavioral tendencies.•Leadership: Managed Thematic Equity / Large Cap Growth team. Long standing member of Northern Trust Global Stock Selection & Equity Sector Strategy Committees.

Phoenix, Arizona Area

♦ Constructed and managed $500 million + in discretionary investment portfolios for high net worth & institutional clients. ♦ Active Equity and Fixed Income management within Large & Mid Cap universe using in-house and outside equity research. ♦ Achieved Top decile investment performance for trailing 1, 3 and 5 year periods.♦ Ranked 1st of 146 portfolio managers within firm for 3 year equity performance ♦ Ranked 2nd of 117 portfolio managers within firm for 5 year equity performance♦ Lead sales presentations for Institutional and High Net Worth prospect meetings.♦ Consulted with Institutional Investors and High Net Worth investors to compose appropriate investment policy statements and execute appropriate asset allocation, manager selection, and risk budgeting strategies.♦ Advised High Net Worth Investors on Trust and Estate Planning, managing and allocating appropriate investment strategies using a wide variety of Trust and Estate vehicles including: Survivors Trusts, Split Interest Trusts, Total Return Trusts, Generation Skipping Trusts, and Tax Advantaged Retirement and Charitable Trust vehicles. ♦ Managed around concentrated holdings to devise optimal diversification vs. tax strategies using a variety of hedging and diversification over time.

Greater St. Louis Area

♦ Awarded “Top Gun” honors for excellence in portfolio management and sales skills.♦ Provided portfolio and financial planning advice to individual investors. ♦ Presented sales and educational seminars targeting individual and small business markets.

Greater St. Louis Area

♦ Blue Ribbon Award for best Underwriting Trainee in Nationwide recruiting class♦ Performed financial & portfolio risk analysis for Financial Institutions, Defined Benefit and Defined Contribution Pension plans. ♦ Clientele included Qualified Plans, Commercial Banks, Thrifts, Securities Broker/Dealers, and Insurance Companies. ♦ Expertise in Pension Fiduciary Responsibility, ERISA Law, and Excess SIPC programs. ♦ Recognized for developing pricing theory for Excess SIPC product – an abstract coverage with zero claims history on which to base pricing decisions or reserve guidelines.♦ Detailed financial statement and business underwriting experience for financial guarantee contracts and performance based surety bond obligations.

Mba, Finance

Bs, Finance, Magna Cum Laude

Activities and Societies: Phi Delta Theat Social Fraternity