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Our Team

Newport Capital Advisors offers comprehensive financial solutions to help you meet your goals. Additionally, we work with your existing legal, insurance and accounting advisors to ensure that you receive the maximum benefit from our collective knowledge. Should additional resources be required, our team of professionals stand ready to help you find solutions to financial issues of any complexity that may arise.

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WEALTH MANAGEMENT

Newport Capital Advisors

 888.657.3847
 [email protected]

Charles F. Farrell

Charles F. Farrell

President & CEO

COMPLIANCE

Newport Capital Advisors and Cooper McManus

Arthur Cooper

Arthur Cooper

Managing Director

David McManus

David McManus

Senior Financial Advisor

Tonya Collier

Tonya Collier

Acting Principal

Jason Werner

Jason Werner

Principal Support

ESTATE PLANNING

Newport Capital Advisors works with Albrecht & Barney

Richard J. Albrecht

Richard J. Albrecht

Attorney & Founding Partner

TRUST SERVICES

Newport Capital Advisors works with Premier Trust

Mark Dreschler

Mark Dreschler

Co-Founder, President & CEO

Robert W. Bruderman

Robert W. Bruderman

Co-Founder, Chairman, Director

INVESTMENT BANKING

Newport Capital Advisors works with Ladenburg Thalmann

Peter Blum

Peter Blum

Co-Chief Executive Officer & Co-President

Steve Kaplan

Steve Kaplan

Managing Director & Head of Capital Markets

David J. Strupp

David J. Strupp

Managing Director & Head of Healthcare & Life Sciences Group

Mark Green

Mark Green

Managing Director & Head of Technology Banking

Barry  Steiner

Barry Steiner

Managing Director

Jonathan Intrater

Jonathan Intrater

Managing Director

Lionel Leventhal

Lionel Leventhal

Managing Director

BUSINESS RETIREMENT PLANS

Newport Capital Advisors works with United Retirement Plan Consultants

ANNUITIES

Newport Capital Advisors works with Ladenburg Thalmann Annuity Insurance Services