Newbold Advisors Welcomes Back Industry Veteran Jason P. Bohrer, CMB, as CEO and President

Newbold Advisors, a premier financial services consulting and staffing company, is thrilled to announce the return of Jason P. Bohrer, CMB, as CEO and President. Jason brings a unique blend of 40+ years of financial services expertise in the areas of Capital Markets, Operations, Servicing and Sales Management.

Bohrer previously served as President and Equity Partner at Newbold, where he contributed to the rapid growth and cemented the firm’s reputation for high-impact results. Before rejoining Newbold, Jason recently provided executive coaching services that focused on empowering his CEO clients with simple, practical and action-oriented tools for growing their businesses.

“Jason’s return is a significant homecoming for Newbold,” said Tim Gaven, Newbold Founding Partner. “His prior leadership helped to facilitate our growth, and his deep financial services leadership experience will integrate seamlessly with our core services. In today’s volatile landscape, we believe Jason’s return will elevate us to deliver results-driven solutions like never before.”

“Newbold was a true highlight of my career—coming home as President and CEO to lead this team into 2026 is a rare opportunity,” Bohrer said. “Our culture of always telling the truth and doing the right thing is one I am proud to be part of again.”

This leadership milestone positions Newbold to serve our clients even better, through coaching-infused projects, forging deeper client loyalty, and propelling the firm into its next growth era.

About Newbold Advisors

Newbold is a national management consulting firm providing business and technology consulting and staffing solutions to the Lending, Servicing and Fintech communities. We provide highly skilled business and technology professionals to organizations, driving loan origination, servicing, core banking and secondary marketing technology initiatives. Over our 20-year history, our core mission has remained simple: to help independent mortgage companies, banks, credit unions, technology providers and private investors achieve their visions by consistently delivering financial services expertise.

Media Contact: Jennifer Carney, Newbold Advisors 610.457.0552