Andrew Newman
Andrew Newman has spent the past 24 years at three of the world's largest investment banks: Merrill Lynch, Lehman Brothers and UBS. At Merill Lynch, he worked as an international Financial Consultant and served high net worth entrepreneurs and high level corporate executives from around the world. After his first year, he was awarded Rookie of The Year at Merrill Lynch International. He continued advising and building his book during a 6 year tenure at Lehman Brothers in New York. Andrew then moved to UBS where he became a Senior Portfolio Manager and Senior Vice President. There he developed an investment model portfolio, which is still used by most of his clients today. He has consistently ranked among the top producers at every firm he worked.
Today, Andrew is the President and founding partner of Newman Advisors, an Independent Registered Investment Advisor firm in Fort Lauderdale, Florida.
Andrew has extensive experience working with global companies. He studied in Europe, the United States and Colombia, and is highly sensitive to cultural nuances. He is fluent in English, Spanish, French and Italian.
His clients, co-workers and friends often say this about Andrew: he has a way of doing the conventional in an uncoventional way. He is passionate, someone we can trust and count on. His clients value his fresh perspective on global events. Andrew combines a unique set of skills: an international speaker, he is certified and licensed in delivering The BestYearYet program, Kolbe, and is a certified Martha Beck Life Coach. He has also created workshops focused on goal setting, and Client Experience that were taught in Zurich, Geneva, San Francisco and Bogota. Andrew is an entrepreneur and has invested directly in a variety of industries across several countries.