What departments does NewSquare Capital, LLC have?

NewSquare Capital, LLC has employees across 3 departments including Legal, Entrepreneurship, Arts & Design.

What is the largest department at NewSquare Capital, LLC?

The largest department at NewSquare Capital, LLC is Legal with 1 employees.

Where are NewSquare Capital, LLC employees located globally?

NewSquare Capital, LLC has employees across 2 continents and 3 countries including Spain, United States Of America, Canada.

How has NewSquare Capital, LLC's team size changed over time?

NewSquare Capital, LLC's team has grown from approximately 16 to 17 employees based on available data.

NewSquare Capital, LLC Employee Directory

Investment ManagementPennsylvania, United States11-50 Employees

NewSquare Capital, LLC operates in the investment management sector, offering differentiated portfolios and support to help clients pursue and protect wealth. The firm emphasizes systematic responses to market signals rather than attempting to predict market movements, and collaborates with professionals across the financial industry to provide its services.
Based in Newtown Square, Pennsylvania, the company serves clients seeking structured, outcomes-focused investment approaches. With a modestly sized team, NewSquare Capital highlights its client-centered philosophy and ongoing service as part of its value proposition. A recent development noted in press coverage is the firm’s activity in acquiring new stakes in notable public companies, reflecting its approach to diversified asset positions.

NewSquare Capital, LLC Global Highlights

North America
20

United States Of America
19
Canada
1

Europe
1

Spain
1

NewSquare Capital, LLC's Leadership

M. W.
Chief Compliance Officer
Mobile Phone
Email
L. E.
Owner
Mobile Phone
Email
T. C.
Director - Retirement Plan Services
Mobile Phone
Email
K. O.
Senior Municipal Portfolio Manager
Mobile Phone
Email
J. N.
Wealth Client Specialist
Mobile Phone
Email
M. M.
Independent Brand Designer
Mobile Phone
Email

NewSquare Capital, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Legal
Accounting
Other
Arts & Design

Contact profiles from NewSquare Capital, LLC

Name

Title

Contact Info

Location

Last Update

M. W.
Chief Compliance Officer
Mobile Phone
Email
Aug 05, 2026
L. E.
Owner
Mobile Phone
Email
Oct 16, 2024
T. C.
Director - Retirement Plan Services
Mobile Phone
Email
Nov 18, 2025
K. O.
Senior Municipal Portfolio Manager
Mobile Phone
Email
Jun 28, 2026
J. N.
Wealth Client Specialist
Mobile Phone
Email
Nov 18, 2025
M. M.
Independent Brand Designer
Mobile Phone
Email
SpainCatalonia
Jun 30, 2026

Frequently Asked Questions

What is NewSquare Capital, LLC known for?

NewSquare Capital, LLC was founded in 2010 operates in the Investment Management industry. Explore NewSquare Capital, LLC's company overview page for more information.

What is NewSquare Capital, LLC's most common email format?

NewSquare Capital, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more NewSquare Capital, LLC email formats with LeadIQ.

How many employees does NewSquare Capital, LLC have currently?

NewSquare Capital, LLC has approximately 20 employees as of August 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are NewSquare Capital, LLC's key employees and leadership?

As of August 2026, NewSquare Capital, LLC's key employees include:

Chief Compliance Officer: M. W.
Owner: L. E.
Director - Retirement Plan Services: T. C.
Senior Municipal Portfolio Manager: K. O.
Wealth Client Specialist: J. N.

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NewSquare Capital, LLC Employee Directory

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