NEWSQUARE CAPITAL, LLC of NEWTOWN SQUARE, PA is an SEC-registered investment adviser (CRD 152430). Regulatory assets under management: $2.4B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Matthew Garry Wilson | CHIEF COMPLIANCE OFFICER | — |
| Joseph Vincent Naselli | MEMBER | — |
| Jesse Hart Daniels | TRUSTEE | — |
| Gary Earl Daniels | TRUSTEE | — |
| Christy Lynn Hart | DIRECTOR OF OPERATIONS | — |
| Joseph Samuel Rizzello | CHIEF EXECUTIVE OFFICER | — |
| Ryan L Kirk | PRESIDENT / HEAD OF PORTFOLIO MANAGEMENT | — |
| Claire Daniels | TRUSTEE | — |
| KIRK THOMAS L | PRESIDENT / HEAD OF PORTFOLIO MANAGEMENT; SENIOR PORTFOLIO MANAGER | — |
| MEEHAN JAMES JOSEPH | CHIEF EXECUTIVE OFFICER | — |
| UNGER JAMES HAROLD | PRESIDENT | — |
| MECK WILLIAM RICHARD | CHIEF COMPLIANCE OFFICER | — |
| HAGENBERG ROBERT JOSEPH | CHIEF OPERATING OFFICER | — |
| NASELLI JOSEPH VINCENT | MEMBER | — |
| DANIELS GARY EARL | MEMBER; TRUSTEE | — |
| WILSON MATTHEW GARRY | CHIEF COMPLIANCE OFFICER | — |
| DANIELS JESSE HART | TRUSTEE | — |
| HART CHRISTY LYNN | DIRECTOR OF OPERATIONS | — |
| RIZZELLO JOSEPH SAMUEL | CHAIRMAN; CHIEF EXECUTIVE OFFICER | — |
| Daniels Claire | TRUSTEE | — |