Weston Newman, CFA

Weston joined Yale Capital in 2020 with over 6 years of experience in the financial services industry. Weston serves as a key relationship point for clients and prospective clients, and provides analytical support to Cheyne Pace in portfolio management duties. Previously, he was an Investment Banking Analyst with HSBC Global Banking and Equity Research Associate with SunTrust Robinson Humphrey in the oil and gas industry (Houston, TX). Weston earned his BS from Millsaps College, with a double major in Economics and Business Administration (Finance Concentration). Weston is a Series 65 Registered Investment Advisor Representative and CFA Charterholder.

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