Our Story
In 2006, sitting at a quaint Italian bistro in Cleveland Park, DC, three industry experts – an accountant, a technologist, and a Wall Street operations specialist – conceived the idea for Newbold Advisors. They envisioned a consultancy that would offer honesty, transparency and expert consulting services.
Newbold was built on two core principles: be a trusted advisor to our clients and prioritize both client and employee satisfaction above profits. When the market collapsed in 2008, Newbold’s mortgage industry experts proved invaluable to those who desperately needed talent.
By 2011, we evolved from our original focus on mortgage banking expertise into technology. We began assisting clients with system conversions and implementations. Newbold’s growth has been a collective effort, with thousands of dedicated team members at its core. Our enduring commitment is to our core values, fostering deep relationships with many clients and consultants becoming dear friends.
Today, Newbold stands strong with a focus on self-funded sustainable growth. We're built resiliently, emphasizing adaptability and corporate responsibility, where all team members contribute. Our culture champions mutually beneficial relationships, diversity, and respect. Looking forward, we remain committed to delivering top-notch services to our clients, ensuring our employees are content, and embracing change for ongoing success. We're optimistic about what's next.
Founding Partners
Tim Gaven
Terry Couto
Dan Reiman
Our Promise
Honesty. We will turn down business if we can’t do the job right. We will gladly accept the short-term consequences of turning down your business to build a long-term relationship with you based on trust.
Experience. If we don’t have the right people to execute your work, we won’t take your assignment.
Execution. We have never failed a client and we won’t start with your company.
Reputation. We value our reputation above all else and have consistently adhered to our principles. That’s why we are an industry leader.
Team Members
Leadership
Michael Wade
Chad Moyer
Pascal Boillat
Shari Harrison
Monica Lee
Sally Bartholmey
Business Development
Neal Allen
Jeff Brown
Dan Furlong
Amy Paulishak
Nikki Schmedding
David Solomon
Chrissie Bisagna Thrash
Vivek Tuli
Jeff Wise
Recruitment
Jamie Callahan
Julie Covington
Ken Hays
Adam Hessler
Sara Jackson
Sondra Philoon
Operations
Tina Brantley
Jennifer Miller Carney
Kristy Forrest
Azucena Hernandez
Ashley Hett
Amy Moyer
Let's Talk
Ready to take your operations and technology initiatives to the next level?
Contact us today to discuss your business and technology consulting needs. Let Newbold help you build a team to drive your organization's success!