James Newman, CFA, CFP®

James Newman, CFA, CFP®

Wealth Advisor

 

Jim has over 20 years of investment and financial planning experience and is a CFA® Charterholder and a CFP® Practitioner. He has worked as an equity analyst for a hedge fund, a wealth manager at a national financial planning firm, a portfolio manager at a Registered Investment Advisor (RIA) firm, and owned his own RIA firm, Peak Point Capital Management, LLC. Jim merged Peak Point with Gottfried & Somberg Wealth Management, LLC in December 2018.


Jim’s most important role is as a husband and father of four. He has three teenage children and one precocious five-year-old. He is active in his community and serves as president of CFA Society Hartford. He also chairs the investment committees for two charitable advisory boards.


For recreation, Jim enjoys outdoor activities like hiking, fishing, skiing, running, and especially mountain climbing. He has many Adirondack and White Mountain peaks under his belt (over 30), and his dream is to become an Adirondack 46er (by ascending all 46 Adirondack peaks above 4,000 feet) and to climb Mt. McKinley.



2020-2023 Five Star Professional Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in on November 2023 based on data gathered within 12 preceding the issue date. 3,564 Connecticut -area advisors were considered, 313 were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.



Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.