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NewSquare Capital, LLC Employee Directory

Investment ManagementPennsylvania, United States11-50 Employees

NewSquare Capital, LLC operates in the investment management sector, offering differentiated portfolios and support to help clients pursue and protect wealth. The firm emphasizes systematic responses to market signals rather than attempting to predict market movements, and collaborates with professionals across the financial industry to provide its services.
Based in Newtown Square, Pennsylvania, the company serves clients seeking structured, outcomes-focused investment approaches. With a modestly sized team, NewSquare Capital highlights its client-centered philosophy and ongoing service as part of its value proposition. A recent development noted in press coverage is the firm’s activity in acquiring new stakes in notable public companies, reflecting its approach to diversified asset positions.

Find NewSquare Capital, LLC employees' phone numbers or email addresses

NewSquare Capital, LLC Global Highlights

Location
Employees

North America
20

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  • United States Of America
    19
  • Canada
    1

Europe
1

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  • Spain
    1

NewSquare Capital, LLC's Leadership

  • Chief Compliance Officer at NewSquare Capital, LLC
    M. W.
    Chief Compliance Officer
    Mobile Phone
  • Owner at NewSquare Capital, LLC
    L. E.
    Owner
    Mobile Phone
  • Director - Retirement Plan Services at NewSquare Capital, LLC
    T. C.
    Director - Retirement Plan Services
    Mobile Phone
  • Senior Municipal Portfolio Manager at NewSquare Capital, LLC
    K. O.
    Senior Municipal Portfolio Manager
    Mobile Phone
  • Wealth Client Specialist at NewSquare Capital, LLC
    J. N.
    Wealth Client Specialist
    Mobile Phone
  • Independent Brand Designer at NewSquare Capital, LLC
    M. M.
    Independent Brand Designer
    Mobile Phone

NewSquare Capital, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Legal
  • Accounting
  • Other
  • Arts & Design

Contact profiles from NewSquare Capital, LLC

Name
Title
Contact
Location
Last Update
  • Chief Compliance Officer at NewSquare Capital, LLC
    M. W.
    Chief Compliance Officer
    Mobile Phone
    Aug 05, 2026
  • Owner at NewSquare Capital, LLC
    L. E.
    Owner
    Mobile Phone
    Oct 16, 2024
  • Director - Retirement Plan Services at NewSquare Capital, LLC
    T. C.
    Director - Retirement Plan Services
    Mobile Phone
    Nov 18, 2025
  • Senior Municipal Portfolio Manager at NewSquare Capital, LLC
    K. O.
    Senior Municipal Portfolio Manager
    Mobile Phone
    Jun 28, 2026
  • Wealth Client Specialist at NewSquare Capital, LLC
    J. N.
    Wealth Client Specialist
    Mobile Phone
    Nov 18, 2025
  • Independent Brand Designer at NewSquare Capital, LLC
    M. M.
    Independent Brand Designer
    Mobile Phone
    Spain, Catalonia
    Jun 30, 2026

Frequently Asked Questions

What is NewSquare Capital, LLC known for?

Minus sign iconPlus sign iconNewSquare Capital, LLC was founded in 2010 and operates in the Investment Management industry. Explore NewSquare Capital, LLC's company overview page for more information.

What is NewSquare Capital, LLC's most common email format?

Minus sign iconPlus sign iconNewSquare Capital, LLC employees' email format typically follows the pattern of FLast@newsquarecapital.com. Trying to find reliable and up-to-date employee contact data? Find more NewSquare Capital, LLC email formats with LeadIQ.

How many employees does NewSquare Capital, LLC have currently?

Minus sign iconPlus sign iconNewSquare Capital, LLC has approximately 20 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are NewSquare Capital, LLC's key employees and leadership?

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As of August 2026, NewSquare Capital, LLC's key employees include:

  • Chief Compliance Officer: M. W.
  • Owner: L. E.
  • Director - Retirement Plan Services: T. C.
  • Senior Municipal Portfolio Manager: K. O.
  • Wealth Client Specialist: J. N.

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