https://www.newworldadvisors.com/what-we-do daily 0.75 2021-03-04 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1612197103271-WZW0SNCN9FT1XEAW56UW/Tavola+disegno+1-100.jpg What we do https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1614254498659-9O2KMWEO87QZN580XRQE/image-asset.jpeg What we do https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1614254776329-17IMFDBB8NW7MKUAM75W/luca-bravo-9l_326FISzk-unsplash.jpg What we do https://www.newworldadvisors.com/how-we-invest daily 0.75 2021-03-04 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1614704209203-5Q47N3O3EYD42MWR24IE/guillaume-bassem-5mBatCGQuqI-unsplash.jpg how we invest - Investment Philosophy We understand the planning challenges and complexities wealth creates. Our singular objective in managing assets is to tailor investment solutions to meet client-specific goals. Each client is unique, and our portfolios reflect their specific investment expectations, cash flow needs, risk tolerances, and tax situations. While prudent portfolio diversification is assumed, it is critical for a client's portfolio to adapt as the investment landscape changes. https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1614704233269-UPRIN02EEK2LJXGC50EJ/hanson-lu-C16NKfNxTqM-unsplash.jpg how we invest - Investment Beliefs • Common Sense - a disciplined investment decision-making framework should be objective and intuitive. • Repeatable - a systematic investment process provides superior outcomes and helps clients avoid their own emotional and behavioral biases. • Transparent - clients should understand “what they own and why they own it.” • Open Architecture - elite long-term investment selection relies on a rigorous approach void of conflict-of-interest risks. • Private Markets - private market investments offer clients compelling ways to increase their portfolio’s opportunity set by gaining exposure to unique and distinct areas of the economy. https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1614704260696-2SSCUPJGH9MCHANL1F2G/alessio-lin-1SwxVPbpAOE-unsplash.jpg how we invest - Process • Client Centric - Our process begins with a thorough understanding of each client’s unique financial situation, their goals and risk tolerance. • Long-term - We establish a long-term strategic diversified performance benchmark for each client and employ an objective, systematic framework to allocate capital on a strategic and tactical basis. • Unbiased - Our asset allocation framework assesses and quantifies the current investment landscape by incorporating dozens of indicators that fall into four key market and economic based pillars: Economic, Fundamental, Technical, and Sentiment. • Actionable - We use the output to inform our current asset allocation recommendations based upon the level of portfolio risk we deem appropriate in the current investment environment for each client. https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1614704298251-U78JKNB566DE1JLY1NDS/image.jpg how we invest - Portfolio Construction • Research Driven - We construct portfolios of active investment strategies we believe will produce excess returns. We engage with each investment opportunity through a thorough due diligence process, seeking those with a discipline and philosophy that we believe will lead to superior long-term results. • Actively Managed - We seek to upgrade portfolios as new opportunities arise in the public and private markets, or as the investment environment changes. • Risk Monitoring - Each portfolio is continuously monitored for risks which may arise from asset class positioning, individual investment selections, factor exposures, or other events. https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1614704334716-F3KQR5S9ZL50U2HM915X/elion-jashari-tYRh1dLCTv8-unsplash.jpg how we invest - risk management We define risk not only in terms of portfolio volatility, but as the risk of permanent asset impairment that does not allow clients to meet their goals. We understand and align client portfolios and their underlying investments with their time horizon. We size investment positions appropriately given each client’s risk tolerance. We tactically implement portfolio changes when the weight of the evidence of asset allocation framework deems it appropriate in the current investment environment. https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1612874394614-5BBG8GK4D08Q03C2L31J/image-asset.jpeg how we invest https://www.newworldadvisors.com/our-team daily 0.75 2025-09-30 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1614702786464-O53STDQJC4EQ10C7XYHK/Bug+Lighthouse+copia.jpg Our team https://www.newworldadvisors.com/blog daily 0.75 2025-09-02 https://www.newworldadvisors.com/blog/q2-2025-market-commentary monthly 0.5 2025-09-02 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/f41d2637-f1fd-4819-9cc7-70d3c39eebde/Picture2.png BLOG - Q2 2025 Market Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/cb327d33-3bdb-4e05-acc6-21cece970ba3/Picture1.png BLOG - 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Q1 2024 Market Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/ceb087da-389c-47db-8662-6f00a9ff9e67/last.png BLOG - Q1 2024 Market Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.newworldadvisors.com/blog/the-fed-pivot-and-a-soft-landing-q4-2023-market-commentary monthly 0.5 2025-04-07 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/42b809c6-bfce-4b22-a5f1-a1b9f920f3b8/1.png BLOG - The Fed Pivot and a Soft Landing? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/9d03f335-a255-4863-bcf4-601458386ee9/2.png BLOG - The Fed Pivot and a Soft Landing? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/896b2ccc-ccec-473e-a270-1a0a8930c35a/3.png BLOG - The Fed Pivot and a Soft Landing? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.newworldadvisors.com/blog/q3-2023-market-commentary monthly 0.5 2025-04-07 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/f4b47188-fb5a-486f-a944-c8dd8aaeeab0/q3+2023.png BLOG - Q3 2023 Market Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.newworldadvisors.com/blog/q2-2023-market-commentary monthly 0.5 2025-04-07 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/91c93718-0985-4474-8fc2-06734083f39b/q2+2023+1.png BLOG - Q2 2023 Market Commentary https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/b1a16c52-7ec2-4d8a-bed0-cd7a941b0e4b/q2+2023+2.png BLOG - Q2 2023 Market Commentary https://www.newworldadvisors.com/blog/q1-2023-market-commentary monthly 0.5 2025-04-07 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/544a79a4-7f2f-46ad-815a-4b4af8df82e7/Picture2.png BLOG - 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Q4 2022 Market Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/95e91b02-0e15-4dd9-a637-6444e5deab19/Picture1.png BLOG - Q4 2022 Market Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/da96b482-deab-44eb-9baf-ae0f05987e89/Picture2.png BLOG - Q4 2022 Market Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.newworldadvisors.com/blog/so-long-2022-hello-2023 monthly 0.5 2025-09-30 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/947a343f-7865-43f8-b11a-7cf77266af08/Statista+Fed+Hiking+Super+Fast+%2845%29.png BLOG - So Long 2022, Hello 2023! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/e8844ef7-ae0a-4f0e-b71f-a723978a8156/Stocks+%26+Bonds+Down+First+Time+since+1969+%2850%25%29.jpg BLOG - 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So Long 2022, Hello 2023! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.newworldadvisors.com/blog/q3-2022-market-overvew monthly 0.5 2025-04-07 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/a2a52d0a-b1a0-46ef-b17e-914db420c160/bonds.png BLOG - Q3 2022 Market Overview - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/c49a293c-3d91-489c-a14a-ea8804bdacd6/sentiment.png BLOG - Q3 2022 Market Overview - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/65c6e86d-dd4e-4c6e-b150-b5e3835b8e5f/cpi.jpg BLOG - Q3 2022 Market Overview - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/922d8c0a-28df-47e6-82d2-e117e2543332/sp500.png BLOG - 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How Does Private Equity Perform in a Recession? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.newworldadvisors.com/blog/q2-2022-market-overview monthly 0.5 2025-04-07 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/add51142-ebce-41e6-9bc6-8b863d79f803/Picture8.jpg BLOG - Q2 2022 Market Overview - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.newworldadvisors.com/blog/q1-2022-market-overview monthly 0.5 2025-04-07 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/6fa888d7-7305-4957-a896-922de9b1e30e/Picture1.png BLOG - Q1 2022 Market Overview - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/015bef50-0120-4812-a5d7-322cc1bc8ca6/Picture2.png BLOG - Q1 2022 Market Overview - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.newworldadvisors.com/blog/hedging-inflation-with-direct-lending monthly 0.5 2025-09-30 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/8d444c41-8178-4e8c-b226-82bd7998ee67/Inflation+Picture+2.png BLOG - Hedging Inflation with Direct Lending https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/497ae2a3-9b3a-470a-8304-bc0542bc32ce/Yields+Picture+2.png BLOG - Hedging Inflation with Direct Lending https://www.newworldadvisors.com/blog/q4-2021-market-overview monthly 0.5 2025-04-07 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/fdd44d80-c2ef-4edf-bdd7-7e19f601f816/Picture23.png BLOG - Q4 2021 Market Overview - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/fa2eb4fd-7397-450d-9c44-0b32f8de8288/Picture22.png BLOG - Q4 2021 Market Overview - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.newworldadvisors.com/blog/q3-2021-market-overview monthly 0.5 2021-11-23 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/3c55d00b-dcab-4032-b1c4-0ca64e695fe1/tax+rates+historical.png BLOG - Q3 2021 Market Overview - Make it stand out Source: Goldman Sachs Global Investment Research https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/43ee1256-26bf-44b3-9ea5-6d0afff8fc36/tax+rates.png BLOG - Q3 2021 Market Overview - Make it stand out Source: Goldman Sachs Global Investment Research https://www.newworldadvisors.com/blog/k42sl7j9pnr33jyeippyhu1irmv92g monthly 0.5 2021-11-18 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/de6ba9a5-14c7-4876-8261-ed9ddedde128/crypto.png BLOG - Q2 2021 Market Overview - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.newworldadvisors.com/blog/q1-2021-market-overview monthly 0.5 2021-04-16 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1618597752817-PNBLG33UQSEV781AV7QM/style+box.png BLOG - Q1 2021 Market Overview https://www.newworldadvisors.com/blog/wake-up-call monthly 0.5 2025-09-30 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1615923741652-ZLX7F4UTI3SUA40EJBIR/Chart+2.png BLOG - Wake Up Call https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1615923698428-T75PNYL0W9B9BQM5MLPA/Chart+1.png BLOG - Wake Up Call https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1615923780214-W2PET6JOS3OUOE1C6990/Chart+3.png BLOG - Wake Up Call https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1615923811364-RPO3797CQD1YZLI6Z5F3/Chart+4.png BLOG - Wake Up Call https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1615923848325-I6ZQZT6DI68E49T3HKC7/Chart+5.png BLOG - Wake Up Call https://www.newworldadvisors.com/blog/new-world-advisors-sponsors-great-local-charitable-cause-rx36e-paptg monthly 0.5 2021-03-23 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1615923090135-9ES7IAA8L1Q8LO4ANKML/Picture6.png BLOG - Flying Under the Radar with Manufactured Housing https://www.newworldadvisors.com/blog/role-of-private-market-investments monthly 0.5 2021-04-16 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1614256436513-5RWZSH7EUOV395MCHPX4/BLOG+2.png BLOG - Role of Private Market Investments https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1614256555719-5WHHYBHUWWMYHEFKXO64/BLOG2.1.png BLOG - Role of Private Market Investments Source: Seeking Alpha, June 2018 https://www.newworldadvisors.com/blog/new-world-advisors-sponsors-great-local-charitable-cause monthly 0.5 2021-03-17 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1615988096207-4EI2LVW8PLP4BWXFVN6P/blog1.jpg BLOG - New World Advisors Sponsors Great Local Charitable Cause - the location The Fishers Island Club is a private golf, tennis and beach club located on secluded Fishers Island, NY in Long Island Sound, just off the coast of New London, CT. Fishers Island is a small exclusive area of beautiful beaches and gracious residences. The course, designed by Seth Raynor & Gil Hanse is currently ranked #10 in Golf Digests “America’s 100 Greatest Golf Courses” and offers panoramic views of the Atlantic Ocean and Long Island Sound. https://www.newworldadvisors.com/blog/new-world-advisors-sponsors-great-local-charitable-cause-rx36e monthly 0.5 2021-03-23 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1615917455478-RYZIBGYNC8DVW785NWEW/Picture1.png BLOG - New beginnings…? Source: Bloomberg and GSAM https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1615918490030-3LSAQZBXD0G68S1XX2YP/Picture2.png BLOG - New beginnings…? Source: Goldman Sachs Global Investment Research. As of November 16, 2020. https://www.newworldadvisors.com/blog/know-what-you-own monthly 0.5 2025-09-30 https://www.newworldadvisors.com/blog/coronavirus-positioning-portfolios-in-uncertain-times monthly 0.5 2021-03-18 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1616100843908-3MBRPHKHBEVA4W1EJVUZ/Feburary+2020+Coronavirus+NWA+Commentary+Pic+1.jpg BLOG - Coronavirus: Positioning Portfolios in Uncertain Times https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1616100505855-GT0PH6469V8RNEPV57JP/Feburary+2020+Coronavirus+NWA+Commentary.jpg BLOG - Coronavirus: Positioning Portfolios in Uncertain Times https://www.newworldadvisors.com/blog/questions-surrounding-negative-interest-rates monthly 0.5 2025-09-30 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1616100074184-9IER0VMH0P86RB0NTDQX/Picture1.png BLOG - Questions Surrounding Negative Interest Rates... https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1616100032673-JRXJTMTA809FAZV61STF/Picture2.png BLOG - Questions Surrounding Negative Interest Rates... https://www.newworldadvisors.com/bio daily 0.75 2021-02-08 https://www.newworldadvisors.com/bio/john-fasciano monthly 0.5 2022-06-02 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1611839619283-0PFZSV8QGEBAPYUHC3QD/Fasciano%2BHeadshot.jpg Team bio - John Fasciano - John Fasciano John co-founded New World Advisors in 2018 and serves as a Wealth Manager and Partner. John offers a holistic, independent, hands-on approach to building customized investment solutions for affluent individuals, families, and institutions. John works directly with each client to understand their goals and provide solutions to simplify their complex financial life and exceed their needs. John began his career in 2009 at Morgan Stanley serving high net worth individuals and institutions. John received his degree from the College of the Holy Cross. John lives in Cohasset, with his wife and two daughters. He enjoys skiing, golfing, and traveling with his family. https://www.newworldadvisors.com/bio/christopher-cabral monthly 0.5 2024-05-01 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1611839491790-PG7BQ1I9IZ1I6QE1JQEY/Chis%2BCabral%2BHeadshot.jpg Team bio - CHRISTOPHER CABRAL CFA - Christopher Cabral Chris co-founded New World Advisors in 2018 and serves as the firm’s Chief Investment Officer. Chris has over 25 years of proven investment management and leadership experience focused on advising high net worth families and charitable foundations on all aspects of their investment portfolios, with an emphasis on managing multi-asset class, globally diversified portfolios. As Chief Investment Officer, Chris is responsible for establishing and directing the overall investment philosophy, selection, strategic direction, and asset allocation of New World Advisors’ multi-asset class investment strategies. Prior to joining New World Advisors, Chris served as a Vice President for Fiduciary Trust for over 13 years. During his tenure, he was a senior member of the firm’s investment committee responsible for guiding the overall investment philosophy and asset allocation strategy for the firm’s model portfolios. In addition, he led the firm’s investment manager due diligence process, which included the evaluation, selection, and ongoing monitoring of external investment managers and strategies across multiple public and private markets. Prior to joining Fiduciary in 2005, he was a Senior Investment Consultant at Pillar Financial Advisors. Chris is a Chartered Financial Analyst and a member of the Chartered Financial Analyst Institute and Boston Security Analysts Society. He holds a BS in Finance from Babson College. Chris lives in Norwell with his wife and two boys. Outside of work, Chris enjoys golfing, fishing, and outdoor activities with his family. He is deeply involved in the community, serving as a Trustee of The Baker Center for Children and Families, and a member of both the Babson College Endowment and Francis Ouimet Scholarship Fund Investment Committees. https://www.newworldadvisors.com/bio/frank-burr monthly 0.5 2023-12-07 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1611839414255-WBBV0F9O7JM755ANTQ3Q/Burr%2BPhoto.jpg Team bio - FRANK BURR - FRANK BURR Frank Burr is a successful investor and entrepreneur with extensive and diversified Wall Street experience. At New World Advisors, he is focused primarily on investment strategy, portfolio positioning, and providing clients access to unique investment opportunities. Before New World, Frank co-founded Discovery Capital Partners, a hedge fund portfolio management firm. Prior to Discovery, Frank helped found the Boston office of Robertson Stephens, where he also held an equity sales role. Earlier in his career Frank worked as an institutional equity salesman for Lehman Brothers. Aside from his New World activities, Frank is part owner of SubItUp, a provider of employee scheduling software. Frank is a 1988 graduate of Hartwick College. He is an avid golfer and enjoys spending time on Fishers Island with his wife and four daughters. https://www.newworldadvisors.com/bio/alex-lee monthly 0.5 2026-01-12 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/39e77735-ca71-4772-b14a-e1df0eb2d02a/image.png Team bio - Alex Lee - ALEX LEE Alex joined New World Advisors in January 2026 as a Senior Analyst. Alex has spent his career in asset management in a variety of roles spanning investment research, technology, and operations. He brings a strong passion for analysis and investment research, with experience across both public and private markets. Prior to joining New World Advisors, he most recently served as a Senior Consultant at Wellington Management Company, where he delivered tailored portfolio analysis and portfolio construction tools to investment professionals. Previously, he held quantitative research and business analysis roles at Strategic Investment Group and Cambridge Associates. Alex is a CFA III candidate and holds a BA in Economics from James Madison University. Alex lives in Scituate with his wife and two sons and loves spending time with his family. He enjoys being by the ocean, snowboarding, and getting outside to play tennis or golf. https://www.newworldadvisors.com/bio/jacqueline monthly 0.5 2026-01-12 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/7152b82f-4c94-4000-b0dd-d10f552112af/Brown+Photo.jpeg Team bio - Krista Hommel - KRISTA HOMMEL, J.D. Krista joined New World Advisors in November 2022 as a Client Service Associate. In her role, Krista is responsible for providing a wide range of administrative and operational client support. She has a passion for client interfacing and providing detailed service. Krista earned her B.A. in Political Science and Legal Studies from UMASS- Amherst and her J.D. from UMASS School of Law- Dartmouth. Prior to joining New World Advisors, Krista spent the prior three years of her career at a Boston based law firm. Krista lives in Hanson with her family and enjoys camping, snow sports, and spending time at the beach. https://www.newworldadvisors.com/bio/donna-smolens monthly 0.5 2021-02-28 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1611840284514-38YGIWY8ROYPPAXZNYR9/Donna%2BSmolens%2BHeadshot.jpg Team bio - Donna Smolens - Donna Smolens Donna Smolens joined Insight Partners, a leading global private equity and venture capital firm, in 2015 as a Senior Advisor and retired in January 2020. Prior to Insight, she was a Managing Director and co-head of the North American research and due diligence team at Portfolio Advisors, LLC. During her 11 years at the firm, she was a voting member on the investment committees of numerous portfolio advisors funds and on the advisory boards of 13 private equity funds. Previously, she was a General Partner with Technology Crossover Ventures, where she handled investor relations, and a Senior Vice President at DLJ Securities Private Fund Group, where she was responsible for the origination, screening, and due diligence on private equity funds marketed by the firm. Prior to DLJ, she was a Portfolio Manager with General Motors Investment Management and an Investment Vice President at New York Life Insurance Company, where she managed private equity portfolios. Donna graduated from Fordham University with both a B.A. and M.A. in Economics. https://www.newworldadvisors.com/bio/michael-giarla monthly 0.5 2021-02-28 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1614177497877-XN0074N60S225T17ZZZ7/Michael+Giarla+Headshot.jpg Team bio - Michael Giarla - Michael Giarla Mr. Giarla retired as Chief Executive Officer from Amundi Smith Breeden LLC. (formerly Smith Breeden Associates) at the end of 2015 after spending more than 30 years with the firm. Before joining Smith Breeden in 1985, Mr. Giarla was employed in Goldman Sachs & Company's Equity Strategy Group (led by Fischer Black) in New York. Mr. Giarla holds a Master of Business Administration (1985) with a Concentration in Finance from the Stanford University Graduate School of Business, where he was an Arjay Miller Scholar. He earned a Bachelor of Arts in Statistics, summa cum laude, from Harvard University (1981), where he was elected to Phi Beta Kappa and was a Harvard Club of Boston Scholar. Over the years, Mr. Giarla has served on the boards of public and private for-profit companies, and not-for-profit organizations. He is a director of the Center for Community Self Help (Durham, North Carolina) where he serves on the Audit and Strategic Planning Committees. Mr. Giarla is also a Charter Trustee and Vice President of the Roxbury Latin School (Boston, MA) where he chairs the Investment and Compensation committees. He is a member of the Investment Committee of the Burroughs Wellcome Fund (RTP, North Carolina). Mr. Giarla is also a Trustee of the Hill Center (Durham North Carolina) where he is Treasurer and Chair of the Finance and Investment Committees. https://www.newworldadvisors.com/bio/david-robinson monthly 0.5 2021-02-28 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1614177367217-0ZUG2248VDVJEVY2NE8B/Robinson_David_2020.jpg Team bio - David Robinson - David Robinson A graduate of Tabor Academy and the University of Colorado at Boulder, David Robinson joined the agency in 2004 and currently holds the position of President & CEO of the agency. Highly involved in the community, Dave is a member of the Board of Directors for CapeAbilities and the South Shore Economic Development Corporation. He is a former Board of Trustees member of the South Shore Hospital and former Board Member of the South Shore Chamber of Commerce, Cape Cod Young Professionals and the Community Leadership Institute. A co-founder of the South Shore Young Professionals and recognized as a “40 Under 40” and “Rising Star 40 Under 40”, Dave sits on various advisory councils for insurance companies and is committed to helping young professionals enter and grow in the insurance industry. https://www.newworldadvisors.com/bio/category/board+of+advisors monthly 0.5 https://www.newworldadvisors.com/bio/category/team monthly 0.5 https://www.newworldadvisors.com/home-rover daily 1.0 2021-11-23 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1611843181719-AKIDYLOIMQJQPTX38Q91/image-asset.jpeg Home https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1612197056701-TTPTRQARXJGYW6QYPX3R/Tavola+disegno+1-100.jpg Home https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1612197103271-WZW0SNCN9FT1XEAW56UW/Tavola+disegno+1-100.jpg Home https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1612873137734-UNLRCDNZ4J9GZ8E2DIHR/image-asset.jpeg Home https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1612199570838-90U47QYB2JO0WRURV29F/curioso-photography-MGbX2v0c3e4-unsplash.jpg Home - Investment Philosophy Learn more https://www.newworldadvisors.com/family-office daily 0.75 2025-09-23 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1612197103271-WZW0SNCN9FT1XEAW56UW/Tavola+disegno+1-100.jpg Family Office https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/29ae33a0-eb58-4a83-b579-0a5cf815e6a8/pexels-pok-rie-33563-14668944.jpg Family Office https://www.newworldadvisors.com/insight daily 0.75 2023-10-18 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1612796039918-A9G57M5CBB9KZG52M6NL/pat-whelen-61pYLHurVKE-unsplash.jpg Insight https://www.newworldadvisors.com/contact daily 0.75 2021-03-03 https://images.squarespace-cdn.com/content/v1/60116f0c6c24483e106bf191/1614334936635-GHVFJK40LZIIVAZZ4O2A/image-asset.jpeg Contact