Newfound Research LLC

Description

Address: 425 Boylston St # 3, Boston, MA 02116 Hours: Closed ⋅ Opens 8:30AM Thursday8:30AM–6PMFriday8:30AM–6PMSaturdayClosedSundayClosedMonday8:30AM–6PMTuesday8:30AM–6PMWednesday8:30AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (617) 531-9773Place name: : : : Website: : : Category: : Website: https://www.thinknewfound.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Newfound Research LLC Posting publicly on the Web Write a review Reviews Be the first to review

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Newfound Research LLC Employees

Employee
Years
Job
Industry
Andrew Gogerty Andrew Gogerty Greater Chicago Area Details
Andrew Gogerty's Newfound Research LLC Experience March 2014 - Present
Job Vice President, Investment Strategies at Newfound Research LLC
Industry Investment Management
Experience
Newfound Research LLC   March 2014 - Present
Morningstar  July 2011 - March 2014
Morningstar  June 2004 - June 2011
Northern Trust  2002 - 2004
The National Futures Association   1999 - 2002

Skills
Portfolio Management, Mutual Funds, Due Diligence, ETFs, Strategy, Asset Management, Investments, Financial Modeling, Investment Management, Investment Strategies, Financial Analysis, Valuation, Morningstar Direct, Financial Markets

Education
The University of Chicago - Booth School of Business   2007 — 2010
MBA, Finance and Accounting

University of Illinois at Urbana-Champaign   1995 — 1999
BS, Accounting

Danielle Lasley Danielle Lasley Boston, Massachusetts Details
Danielle Lasley's Newfound Research LLC Experience June 2015 - Present
Job Associate of Advisor Solutions at Newfound Research LLC
Industry Financial Services
Experience
Newfound Research LLC   June 2015 - Present
Chuck and Augies   May 2012 - May 2015
Robbins Gioia  May 2014 - August 2014
RESULTS UK   January 2014 - April 2014
University of Connecticut  September 2013 - December 2013

Skills
Customer Service, Written & Verbal..., Social Media, Highly motivated..., Social Media Marketing, Critical Thinking, Creativity Skills, Efficiency, Public Relations, Marketing, Organization, Teamwork, Client Services, Outstanding..., Social Media Blogging, Computer Proficiency, Creative Problem Solving, Writing, Microsoft Office, Online Research, Administrative Work, Google Analytics, Hootsuite, Leadership, Lead Generation, Creative Solutions, Interpersonal...

Education
The University of Connecticut   2012 — 2015
Bachelor of Arts (B.A.), Communications and Psychology

FHS

FHS

Benjamin Gross Benjamin Gross Brooklyn, New York Details
Benjamin Gross's Newfound Research LLC Experience January 2012 - October 2013
Job
Industry Financial Services
Experience
Newfound Research LLC   January 2012 - October 2013
Carnegie Mellon University  February 2009 - December 2011
Investment Technology Group, Inc.   December 2010 - August 2011
AXA Advisors  2003 - 2006

Skills
Statistics, Economics, Quantitative Finance, Mathematics, Research, Python, Communication Strategy, Asset Allocation, Wealth Management, Quantitative Analytics, Quantitative Investing, matlab, Technical Presentations, Asset Management, Strategy, Investments, Capital Markets, Financial Markets, Econometrics, Analysis, Finance, Portfolio Management, Financial Modeling, Financial Services

Education
Carnegie Mellon University - Tepper School of Business   2009 — 2011
Master of Science, Computational Finance

Emory University   2007 — 2008
Minor in Applied Mathematics, Mathematics & Quantitative Finance

Emory University - Goizueta Business School   1998 — 2002
Bachelor's of Business Administration (BBA), Entrepreneurship & Marketing

The Taft School   1993 — 1997

William Dron William Dron Greater Boston Area Details
William Dron's Newfound Research LLC Experience August 2015 - Present
Job Vice President of Advisor Solutions at Newfound Research LLC
Industry Financial Services
Experience
Newfound Research LLC   August 2015 - Present
Consulting  April 2014 - July 2014
John Hancock Funds, LLC.   October 2010 - March 2013
John Hancock Financial Services  October 2005 - October 2010
John Hancock Funds, LLC.   January 1997 - September 2005

Skills
Mutual Funds, Separately Managed..., Sales Management, Telemarketing, Series 63, Series 7, Financial Services, Sales Operations, Leadership, 401k, Series 24, Wealth Management, Series 65, Business Development, Sales, Retirement, Portfolio Management, Fixed Annuities, Series 6, FINRA, Asset Allocation, Strategy, Investments, Alternative Investments, Securities, Financial Advisory, ETFs, Retirement Planning, Management, Investment Advisory, Investment Strategies, Asset Management, Investment Management, Relationship Management, Variable Annuities, Finance, Strategic Financial..., Life Insurance, IRAs, Fixed Income, Equities, Pensions, Insurance, Bonds, Wealth, Executive Management, Strategic Planning, Financial Planning

Education
Wharton School, University of Pennsylvania
The Securities Industry Institute

College of Financial Planning
Chartered Retirement Planning Counselor

Boston College
Business/Economics

Melissa Cross Melissa Cross Springfield, Massachusetts Area Details
Melissa Cross's Newfound Research LLC Experience 2015 - Present
Job Strategic Business Development
Industry Investment Management
Experience
Newfound Research LLC   2015 - Present
Babson Capital Management  2011 - 2015
Babson Capital Management  2007 - 2011
MML Investors Services LLC  2000 - 2007

Skills
Investments, Asset Management, Mutual Funds, Relationship Building, Strategic Thinking, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Business Development, Management, Fixed Income, Portfolio Management, Financial Services, Securities, Series 7, Investment Management

Education
American International College
MBA, Finance

Nichols College
Bachelor of Science, Business Administration

Genevieve Charest Genevieve Charest Boston, Massachusetts Details
Genevieve Charest's Newfound Research LLC Experience June 2014 - Present
Job Compliance Associate at Newfound Research LLC
Industry Legal Services
Experience
Newfound Research LLC   June 2014 - Present
Corporate Filing Solutions, LLC   March 2011 - June 2014
Jordan's Furniture  January 2004 - March 2011
Maine Public Schools   December 2009 - May 2010
Camp Sayre BSA/YMCA Summer Adventure Camp   January 2001 - January 2008

Skills
Customer Service, Budgets, Start-ups, Social Media, PowerPoint, Microsoft Excel, Event Planning, Microsoft Word, Social Networking, Outlook, Public Speaking, Event Management, Research, Blogging, Account Management, Sales, Strategic Planning

Education
University of Maine   2005 — 2010
Bachelor of Science, Secondary Education; History

John Mannix John Mannix Marion, Massachusetts Details
John Mannix's Newfound Research LLC Experience October 2013 - September 2015
Job Chief Executive Officer at Baldwin Brothers Wealth Management
Industry Investment Management
Experience
Baldwin Brothers - Wealth Management  September 2015 - Present
Newfound Research LLC   October 2013 - September 2015
Baldwin Brothers   October 2010 - October 2013
Oakmont Partners   July 2005 - October 2010
Rydex Investments  March 2000 - April 2005
Scudder Kemper Investments  February 1997 - March 1999
Fidelity Investments  June 1991 - January 1997

Skills
Executive Management, Wealth Management, Investment Advisory, Product Marketing, Entrepreneurship, Marketing, Alternative Investments, Sales, Mutual Funds, Hedge Funds, Investments, Brand Management, Asset Management, Asset Allocation, Aquisition

Education
Syracuse University   1987 — 1991
Bachelors of Science, Economics; Marketing and Finance

Abby Yosaitis Abby Yosaitis Boston, Massachusetts Details
Abby Yosaitis's Newfound Research LLC Experience June 2015 - Present
Job Associate of Advisor Solutions at Newfound Research LLC
Industry Financial Services
Experience
Newfound Research LLC   June 2015 - Present
Colgate University  August 2014 - May 2015
Colgate University  January 2014 - May 2015
Student-Athlete Advisory Committee  January 2014 - May 2015
Colgate University  August 2014 - December 2014
Colgate University  May 2014 - August 2014
Leahi Swim School  June 2012 - August 2013

Skills
Sales, Marketing, Financial Services, Public Speaking, Leadership, Microsoft Office, PowerPoint, SPSS, Mindware Software, Adult CPR, Social Networking, Teamwork

Education
Colgate University   2011 — 2015
Bachelor of Arts (B.A.), Psychology

Charles University in Prague   2013 — 2013
Semester Abroad

Punahou School   1998 — 2011

Mike Kaplan, CIMA® Mike Kaplan, CIMA® Boston, Massachusetts Details
Mike Kaplan, CIMA®'s Newfound Research LLC Experience September 2015 - Present
Job Vice President of Advisor Solutions at Newfound Research LLC
Industry Financial Services
Experience
Newfound Research LLC   September 2015 - Present
AMG Funds  May 2006 - July 2015
Lord Abbett  June 2004 - April 2006

Skills
Series 7, CIMA, Series 66, Mutual Funds, Alternative Investments, Asset Allocation, Asset Management, Investments, Investment Strategies, Finance, Equities

Education
The College of New Jersey   2000 — 2004
Bachelor's Degree, Finance

Nathan Faber Nathan Faber Greater Denver Area Details
Nathan Faber's Newfound Research LLC Experience May 2013 - Present
Job Vice President, Investment Strategies at Newfound Research
Industry Investment Management
Experience
Newfound Research LLC   May 2013 - Present
Computational Finance Graduate Student   August 2012 - December 2013
URS Corporation  December 2008 - December 2013
John's Hopkins Center for Talented Youth  June 2007 - August 2007

Skills
Quantitative Analytics, Risk Management, Chemical Engineering, Natural Gas, R, Matlab, Mathematical Modeling, Financial Modeling, C++, Stochastic Calculus, Python, Monte Carlo Simulation, Algorithms, Derivatives, Fixed Income, Time Series Analysis, Options, Quantitative Finance, Statistics, Machine Learning, Portfolio Management, Numerical Analysis, Tactical Asset..., Visual Basic, Stochastic Differential..., Equities, Capital Markets, Risk Assessment, Process Engineering, Gas, Petroleum, Project Management, VBA

Education
Carnegie Mellon University - Tepper School of Business   2012 — 2013
Master's Degree, Computational Finance

Case Western Reserve University   2004 — 2008
Bachelor's degree, Chemical Engineering Mathematics minor, 4.0/4.0

Perkins HS

Tim Bresnahan Tim Bresnahan Greater Detroit Area Details
Tim Bresnahan's Newfound Research LLC Experience 2015 - Present
Job Vice President Advisor Solutions at Newfound Research LLC
Industry Financial Services
Experience
Newfound Research LLC   2015 - Present
Motif Investing  February 2015 - June 2015
Huntington Funds   April 2013 - June 2014
RS Funds  December 2007 - October 2012
Munder Capital Management  April 2005 - December 2007
Fifth Third Securities  March 2004 - April 2005
Comerica Securities  June 2000 - March 2004
Olde Stockbrokers  January 1987 - June 2000

Skills
Mutual Funds, Wealth Management, Series 7, Series 4, Series 8, Series 63, Series 66, Asset Allocation, 401k, Alternative Investments, Asset Management, Bonds, FINRA, Finance, Financial Advisory, Fixed Annuities, Investments, Retirement Planning, Securities, Uniform Combined State...

Education
Northern Michigan University
Bachelor of Applied Science (BASc), Geography

Justin Sibears Justin Sibears Boston, Massachusetts Details
Justin Sibears's Newfound Research LLC Experience March 2012 - Present
Job Developer of Innovative Investment Solutions
Industry Financial Services
Experience
Newfound Research LLC   March 2012 - Present
Deutsche Bank  July 2011 - March 2012
JPMorgan Chase  July 2007 - July 2009

Education
Carnegie Mellon University - Tepper School of Business   2009 — 2011
MBA/MSCF

University of Notre Dame - Mendoza College of Business   2003 — 2007
BBA, Finance and Mathematics