Brad Newman
Financial Advisor at Fort Pitt Capital Group
- Role
- Financial Advisor at Fort Pitt Capital Group
- Location
- Harrisburg, PA, US
- LinkedIn followers
- 500 followers
About Brad Newman
Brad is a thirty plus year veteran of the investment advisory and financial planning…
Experience
Financial Advisor
Oct 2019 — Present
Brad’s responsibilities include being the key, day-to-day contact for investment strategy, planning advice, and account oversight to ensure his clients’ financial goals are met. His coordination of financial planning and investment advisory work focuses on investment portfolio review, detailed retirement analysis, college education funding, charitable giving strategies, and unique planning engagements for clients in various types of transition.In addition to working with individual clients, Brad also has extensive experience working with trusts, institutions, nonprofits, 401 (k) retirement plans, and municipal pension plans.
Education
Juniata College
BA, Communications/Marketing/English
1989 — 1992
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