Newfound Research LLC
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
Newfound Research LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Newfound Research LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Newfound Research LLC Employees
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
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
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
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
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
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
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
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
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
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
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
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