George Newfield
CFA, CFP®, CAIA, CKA®
Partner, Wealth Manager
George has worked in the wealth management industry since 2008. With all the complexity in finance, he will get rid of the noise to keep it painless and simple. George has a passion for learning and helping clients live and give well.
Education:
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B.S. from Bryant University
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Professional credentials:
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Chartered Financial Analyst (CFA)
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CERTIFIED FINANCIAL PLANNER™ (CFP)
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Certified Kingdom Advisor (CKA)
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Chartered Alternative Investment Analyst (CAIA)
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Experience:
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Bank of America Private Bank
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U.S. Trust
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Columbia Management
Family
Married with two boys, and lives in Scituate (RI)
Music
Everything from bluegrass to solo piano
Birthplace
Born in the Republic of Georgia and came to the U.S.A. in 1990.
God Bless America!!!
Food
Self-proclaimed "foodie". If you need ideas on a place to eat, call George!
Faith
Member of Ocean State Baptist Church
Fun
Fishing, gardening, travel
