At the heart of New Vernon, is a cohesive team of industry veterans who have forged lasting partnerships with our clients. We are a team of like-minded professionals and financial management advisors, who work tirelessly every day to better ourselves and our process.
Just as we have clients who have been with us for decades, our staff is long tenured and takes pride in continuous professional growth. Whether in financial planning, investment analysis, portfolio construction, trading/operations, client service or compliance we value our people and treat them as part of our family. Clients have the comfort that comes from dealing with familiar people who they have come to know and trust.
