Designation: CRPC®, CRPS®
Cynthia (Cindy) Newman is a Senior Director of Investments at Oppenheimer & Co. Inc. in the New York City Chrysler East office. As part of a generational team, she is joined by her daughter, Morgan, to engage, empower and educate women to help them pursue financial independence. Cindy’s clients include women from all stages of life. From working directly with clients or leading presentations, she has reached thousands of women across the greater New York City area.
Cindy got her start on Wall Street in 1982 wanting to help women make smart decisions with their money. In addition to paving the way for women in the financial services industry, Cindy has served on the Planned Giving Council at Monmouth University and was a Trustee of Big Brothers Big Sisters of Monmouth County in New Jersey. Cindy has served as a mentor in the college bound program for the Monmouth County Boys & Girls Club. She is currently involved with the Jersey Shore Impact 100 organization and serves a co-chair for the education committee. Cindy is a graduate of Cedar Crest College, Allentown, PA with a Bachelor of Arts in Management and a Minor in Accounting where she served on the Board of Trustees. Cindy is married with three grown daughters and resides at the Jersey Shore with her husband, Brad.
Morgan Newman is a Director of Investments at Oppenheimer & Co. Inc. in the NYC Chrysler East office. Her passion for finance originates with her study experience abroad, in the rural area of Amacambini in South Africa. After studying grassroots economic development, Morgan became an advocate for impact investing, translating her studies into everyday life. After a few years of working for USAID contractors in Washington DC, Morgan followed her passion to New York City and joined her mother’s practice in 2012. Since then, Morgan’s goal has been to revolutionize the way financial advising is perceived by the Millennial generation.
In addition to investment management, Morgan runs the Women and Wealth at Work program for the Newman Group – a turnkey program designed to spread their message of women’s empowerment through financial education. To date, Morgan and Cindy have presented to Fortune 500 companies, networking organizations and trade associations – reaching thousands of women at various points in their personal and professional lives.
Her passion for empowerment through education goes beyond her work as a financial advisor. She remains an active member of the Chi Omega Sorority and currently serves as an advisor to the chapter at her alma mater, Bucknell University. She served as President of the NYC Chi Omega Alumnae Chapter for three years and only left that role to create a new nonprofit organization, Chi Omega IGNITE, which creates lasting programs for high school girls in NYC to recognize and vocalize their unique strengths. She has also been an active volunteer for ORT America, a global education and vocational training organization; having recently served as Chair of the Young Professionals Committee, and as a member of both the Board of Directors and the Women’s American ORT Foundation.
Morgan earned her Bachelor of Arts degree in Economics with minors in Mathematics and International Politics from Bucknell University in Lewisburg, PA and her Certificate of Financial Planning from NYU. She lives in Brooklyn with her husband.