NewSquare Capital, LLC

Timothy Chisholm is a financial advisor at NewSquare Capital, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Efficient Advisors, MML Investor Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He is also involved in retirement plan services as a director at NewSquare Capital. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to individual and institutional clients, including high-net-worth individuals and various pension and profit-sharing plans. The firm employs a diversified, strategic asset-allocation approach using ETFs, equities, and fixed income, and incorporates sub-advisors and tax-aware strategies within its investment process.

Lee Grout is a CFA® charterholder and holds a Series 65 license with over 25 years of experience in the financial advisory industry. He has been with NewSquare Capital, LLC since 2019 and previously worked at Chartwell Partners and The Killen Group. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to a diverse client base, including high-net-worth individuals and institutional investors. The firm emphasizes diversified, strategic asset allocation using ETFs, equities, and fixed income, and offers specialized capabilities such as options overlay and direct indexing through sub-advisors.

Ryan Kirk is a CFA® charterholder and holds a Series 66 license, with 16 years of experience in the financial industry. He is a principal at The Investment Lab, LLC, where he has worked since 2018, and also serves as an Investment Advisor Representative and Portfolio Manager at NewSquare Capital, LLC. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. The Investment Lab primarily develops and licenses model portfolios focused on U.S. equities, using a rules-based approach that combines Relative Strength technical analysis with fundamental screening. The firm manages affiliate accounts on a non-discretionary basis and distributes its strategies through a third-party licensee, targeting high-net-worth clients via intermediaries.

Tyler Pugliese is a Series 65-licensed advisor at NewSquare Capital, LLC with over seven years of experience in financial advisory roles. His prior experience includes work at Creative Financial Group and a previous tenure at NewSquare Capital. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to a diverse client base including high-net-worth individuals, institutional investors, and retirement plans. The firm emphasizes diversified, strategic asset allocation using ETFs, equities, and fixed income, supported by macro and relative-strength analysis, and offers specialized services such as options overlay and direct indexing through sub-advisors.

Miguel Biamon is a financial advisor at NewSquare Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NewSquare Capital since 2018. His prior experience includes roles at Blue Bell Private Wealth Management, Cresap Inc, and The Bryn Mawr Trust Company. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to individual and institutional clients, including high-net-worth individuals and various types of plans and endowments. The firm focuses on diversified, strategic asset allocation using ETFs, equities, and fixed income, and offers specialized services such as options overlays and tax-aware strategies through sub-advisors.