Three Oaks Partners Investment Counsel LLC

Greg Newman is a CFA® charterholder with seven years of industry experience. He is currently with Three Oaks Partners Investment Counsel LLC and has previously worked at PNC Institutional Asset Management, Sabal Trust, and Northern Trust Asset Management. Outside of his advisory role, he is involved with MCFIRE Capital, LLC, a holding company for a private investment fund. Three Oaks Partners Investment Counsel LLC primarily serves pooled investment vehicles and institutional clients, offering discretionary and non-discretionary portfolio management, financial consulting, and model portfolios. The firm integrates financial planning into its process and invests across a broad range of instruments in accordance with client mandates.

Justin Wai is a CFA® charterholder with one year of experience at Three Oaks Partners Investment Counsel LLC. He previously worked at Sabal Trust Company for eight years and Raymond James Financial for six years. Between these roles, he took a year for extended travel. Three Oaks Partners Investment Counsel LLC primarily serves pooled investment vehicles and institutional clients, offering discretionary and non-discretionary portfolio management, financial consulting, model portfolios, and retirement account rollover guidance. The firm uses fundamental, technical, and cyclical analysis across a broad range of investment instruments and provides standalone financial consulting on an hourly or fixed-fee basis.