Advisors at this firm
Jack I
Series 66
Camillus, NY
Newman Ladd Capital Advisors, LLC.
Jack Irwin is a financial advisor at Newman Ladd Capital Advisors, LLC with a Series 66 designation and two years of industry experience. His prior experience includes roles at Deloitte and Leigh Baldwin & CO., LLC. Outside of his advisory work, he serves as a board member of the Notre Dame Club of Central New York/Syracuse and as treasurer on the board of Paige's Childhood Cancer Fund, a nonprofit organization. Newman Ladd Capital Advisors provides investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm uses fundamental and cyclical analysis in its investment process and typically manages client accounts on a discretionary basis with regular reviews and detailed reporting.
Andrew M
Series 63, Series 65
Camillus, NY
Newman Ladd Capital Advisors, LLC.
Andrew Moen is a financial advisor with Newman Ladd Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Newman Ladd Capital Advisors since 2005 and with Leigh Baldwin & Co., LLC since 2007. Outside of his advisory role, Moen is a partner at Moen & Thurston, a law firm. Newman Ladd Capital Advisors provides investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach uses fundamental and cyclical analysis, managing accounts primarily on a discretionary basis with regular reviews and detailed reporting.