Michael A. Newman, M.B.A., ChFC®, CLU®
Senior Financial Consultant
Mike Newman works with professionals, closely-held business owners and affluent individuals, providing solutions in the areas of estate, investment, retirement and business succession planning. With over 30 years of experience in the financial services industry, his expertise also includes the use of life insurance and trust planning. He holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. Mike is a graduate of Temple University’s Executive MBA program and a Member of the Society of Financial Service Professionals. In addition, he is a member of Ellis’s Investment Committee.
Prior to joining Ellis Investment Partners, LLC as an original team member, Mike was associated with Capital Management Services, Inc. from February 2002 through March 2012. Prior to joining Capital Management Services, Inc., Mike was associated with Lincoln Financial Advisors from June 1998 through January 2002.
Mike and his wife, Diane, have been married 35 years and have three children.
Ellis Investment Partners (EIP), LLC offers investment management and fee based financial planning services. EIP LLC, as a Registered Investment Adviser, does not offer insurance products. Insurance products are solely offered through other broker arrangements outside of Ellis Investment Partners, LLC.