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.

Cornerstone FM partner George Newfield
Piano image by Geert Pieters

Education:

  • B.S. from Bryant University 

  • Professional credentials:

    • Chartered Financial Analyst (CFA)​

    • CERTIFIED FINANCIAL PLANNER™ (CFP)

    • Certified Kingdom Advisor (CKA)

    • Chartered Alternative Investment Analyst (CAIA)

Experience:

  • Bank of America Private Bank 

  • U.S. Trust

  • 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

Gourmet Oysters