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, Founding Partner Tim Gaven, Founding Partner](https://newboldadvisors.com/wp-content/uploads/tim-gaven-headshot.jpg)
Tim Gaven
![Terry Couto, Founding Partner Terry Couto, Founding Partner](https://newboldadvisors.com/wp-content/uploads/terry-couto-headshot.jpg)
Terry Couto
![Dan Reiman, Founding Partner Dan Reiman, Founding Partner](https://newboldadvisors.com/wp-content/uploads/dan-reiman-headshot.jpg)
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, Partner Michael Wade, Partner](https://newboldadvisors.com/wp-content/uploads/michael-wade-headshot.jpg)
Michael Wade
![Chad Moyer, Partner Chad Moyer, Partner](https://newboldadvisors.com/wp-content/uploads/chad-moyer-headshot.jpg)
Chad Moyer
![Shari Harrison, Chief Financial Officer Shari Harrison, Chief Financial Officer](https://newboldadvisors.com/wp-content/uploads/shari-harrison-headshot.jpg)
Shari Harrison
![Monica Lee, Managing Director, Recruiting Monica Lee, Managing Director, Recruiting](https://newboldadvisors.com/wp-content/uploads/monica-lee-headshot.jpg)
Monica Lee
![Sally Bartholmey, General Counsel, HR Executive Sally Bartholmey, General Counsel, HR Executive](https://newboldadvisors.com/wp-content/uploads/sally-bartholemy-headshot.jpg)
Sally Bartholmey
Business Development
![Neal Allen, Sr. Manager, Business Development Neal Allen, Sr. Manager, Business Development](https://newboldadvisors.com/wp-content/uploads/neal-allen-headshot.jpg)
Neal Allen
![Jeff Brown, Sr. Manager, Business Development Jeff Brown, Sr. Manager, Business Development](https://newboldadvisors.com/wp-content/uploads/jeff-brown-headshot.jpg)
Jeff Brown
![Dan Furlong, Sr. Manager, Business Development Dan Furlong, Sr. Manager, Business Development](https://newboldadvisors.com/wp-content/uploads/dan-furlong-headshot.jpg)
Dan Furlong
![Amy Paulishak, Sr. Director, Business Development Amy Paulishak, Sr. Director, Business Development](https://newboldadvisors.com/wp-content/uploads/amy-paulishak-suit-headshot.jpg)
Amy Paulishak
![Nikki Schmedding, Manager, Business Development Nikki Schmedding, Manager, Business Development](https://newboldadvisors.com/wp-content/uploads/nikki-schmeddington.jpg)
Nikki Schmedding
![David Solomon, Sr. Director David Solomon, Sr. Director](https://newboldadvisors.com/wp-content/uploads/david-solomon-headshot.jpg)
David Solomon
![Chrissie Bisagna Thrash, Managing Director, Staffing Chrissie Bisagna Thrash, Managing Director, Staffing](https://newboldadvisors.com/wp-content/uploads/chrissie-thrash-headshot.jpg)
Chrissie Bisagna Thrash
![Vivek Tuli, Sr. Director, UAT Practice, Consulting Vivek Tuli, Sr. Director, UAT Practice, Consulting](https://newboldadvisors.com/wp-content/uploads/vivik-tuli-headshot.jpg)
Vivek Tuli
![Jeff Wise, Managing Director Jeff Wise, Managing Director](https://newboldadvisors.com/wp-content/uploads/jeff-wise-headshot.jpg)
Jeff Wise
Recruitment
![Jamie Callahan, Sr. Manager, Talent Acquisition Jamie Callahan, Sr. Manager, Talent Acquisition](https://newboldadvisors.com/wp-content/uploads/jamie-callahan-headshot.jpg)
Jamie Callahan
![Julie Covington, Sr. Manager, Talent Acquisition Julie Covington, Sr. Manager, Talent Acquisition](https://newboldadvisors.com/wp-content/uploads/julie-covington-headshot.jpg)
Julie Covington
![Adam Hessler, Sr. Manager, Talent Acquisition Adam Hessler, Sr. Manager, Talent Acquisition](https://newboldadvisors.com/wp-content/uploads/adam-hessler-headshot.jpg)
Adam Hessler
![Sara Jackson, Manager, Talent Acquisition Sara Jackson, Manager, Talent Acquisition](https://newboldadvisors.com/wp-content/uploads/sara-jackson-headshot.jpg)
Sara Jackson
![Sondra Philoon, Director, Resourcing Sondra Philoon, Director, Resourcing](https://newboldadvisors.com/wp-content/uploads/sondra-philoon-headshot.jpg)
Sondra Philoon
Operations
![Tina Brantley, Supervisor, Compensation Tina Brantley, Supervisor, Compensation](https://newboldadvisors.com/wp-content/uploads/tina-brantley-headshot.jpg)
Tina Brantley
![Jennifer Miller Carney, Marketing Manager Jennifer Miller Carney, Marketing Manager](https://newboldadvisors.com/wp-content/uploads/jen-carney-headshot.jpg)
Jennifer Miller Carney
![Kristy Forrest, Manager, Accounting Kristy Forrest, Manager, Accounting](https://newboldadvisors.com/wp-content/uploads/kristy-forrest-headshot.jpg)
Kristy Forrest
![Azucena Hernandez, Payroll Specialist Azucena Hernandez, Payroll Specialist](https://newboldadvisors.com/wp-content/uploads/azucena-hernandez-headshot.jpg)
Azucena Hernandez
![Ashley Hett, AVP, Human Resources Ashley Hett, AVP, Human Resources](https://newboldadvisors.com/wp-content/uploads/ashley-hett-headshot.jpg)
Ashley Hett
![Amy Moyer, Controller Amy Moyer, Controller](https://newboldadvisors.com/wp-content/uploads/amy-moyer-headshot.jpg)
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!