Suggestions
Eric Newman, CPA, CGMA
Pension Trustee | Africa Institutional Investor Advisory Council | AIF Trustee Advisory Bd | Hashmi Ventures Advisor | Six One Bravo Capital Grp Advisory Bd | USAID MiDA Senegal, Kenya, S. Africa Delegate
Professional Background
Eric Newman is a distinguished Board Director and Treasurer known for his extensive and diverse experience in corporate finance, international policy leadership, and investment management. He has dedicated a significant portion of his career to serving on various boards related to governmental organizations, public pension plans, special purpose financing entities, and non-governmental organizations (NGOs). With a remarkable ability to provide thought leadership, he engages in industry conferences and round table discussions, where he offers valuable analysis, opinions, and commentary on pressing financial matters.
In his impressive tenure, Eric has played a vital role as a Delegate on the 4th and 5th USAID MiDA U.S. Institutional Investor Delegations. These opportunities afforded him the chance to engage with global investment strategies and initiatives in notable cities such as Dakar, Senegal; Nairobi, Kenya; Johannesburg; and Cape Town, South Africa. He is also a respected member of the NASP/MiDA Africa Institutional Investor Advisory Council (AIIAC), further showcasing his commitment to the advancement of institutional investment policy.
Eric's local government involvement is equally commendable. As an Accountant and Treasury Manager for the City of Stamford, Connecticut, he has held various leadership positions, including Vice Chairman and Trustee of the Other Post-Employment Benefit (OPEB) Board, Trustee on the Classified Employees Retirement Fund Board, and Trustee on the Defined Contribution Retirement Plan Board. Moreover, he served as Secretary and former Chairperson of Stamford's Investment Advisory Committee, effectively overseeing and advising on critical investment strategies that impact the city’s financial well-being.
At the Town of Fairfield, Connecticut, Eric has been a driving force behind the Joint Retirement Investment Board and Employee Retirement Board, where he has served as Trustee, Secretary, and Vice Chairman. His influence extends to the legislative body as he has been elected for four terms, taking on leadership roles including Chairman and Vice Chairman of the Finance Committee and Deputy Minority Leader.
In addition to his public service roles, Eric Newman lends his expertise and insight as a Trustee Advisory Board Member at AIF Global, an independent think tank focused on institutional investment policy. He has also been active as an advisor to Hashmi Ventures, a $15 million strategic early-stage venture capital firm that focuses on seed and series A stage startups in both the United States and Asia.
Eric has further extended his influence in global investment strategies through his role on the Advisory Board for the Six One Bravo Capital Group, which primarily focuses on investing in Sub-Saharan Africa's emerging economy through the African Grey Ventures Propel Fund. He has also made significant contributions as part of the Advisory Board for the Global Wealth Forum in London, UK.
Eric’s commitment to excellence has seen him recognized on multiple occasions. He has served as a 2x Judge with Intelligence at the HFM US Performance Awards, showcasing his expertise in evaluating performance within the financial sector. Additionally, he has served as Treasurer for multiple state and municipal campaign and political action committees, demonstrating his involvement in civic duty and political finance.
Prior to his commitment to public service and government finance, Eric held high-profile accounting and finance roles at respected institutions like the Royal Bank of Scotland, IBM Global Financing, Arnhold and S. Bleichroeder, PricewaterhouseCoopers, and Soros Fund Management. His vast experience in these roles laid a strong foundation for his current endeavors, equipping him with the skills necessary to navigate complex financial landscapes connected with public financing and investment management.
Education and Achievements
Eric Newman has invested significantly in his education, holding esteemed qualifications in finance and accounting. Currently, he is pursuing postgraduate studies in International Portfolio Management and Global Development at the prestigious Harvard University, which further amplifies his expertise and enhances his contributions to the financial sector.
He earned his Master of Business Administration (MBA) degree specializing in Finance from Sacred Heart University and holds a Bachelor of Business Administration (BBA) with a concentration in Accounting from Adelphi University. His academic journey has also included obtaining a Certificate in Investment Banking from New York University.
Beyond formal education, Eric is recognized as a Certified Public Accountant (CPA) in New York State, which endorses his proficiency in accounting principles and regulatory framework, further fortifying his competencies in investment management. His dedication to continuous learning and professional development is evident in his ongoing educational pursuits.
Achievements
Some notable achievements include:
- Leadership in Finance: As Vice Chairman and Trustee of multiple boards, Eric has demonstrated exceptional leadership and financial acumen, positively impacting the management and oversight of various trusts and pension funds.
- International Engagement: His roles with USAID delegations reflect not only his commitment to international investment initiatives but also underscore his capability in navigating global financial landscapes.
- Commitment to Public Service: With four elected terms on the legislative body for the Town of Fairfield, Eric's dedication to serving his community and contributing to strategic financial governance has been remarkable.
- Recognition: His appointment as judge for the HFM US Performance Awards speaks to his credibility and respect within the financial industry.
- Civic Contribution: Eric’s active role as Treasurer for multiple political action committees demonstrates his comprehensive understanding of the intersection between finance and public service.
The culmination of Eric Newman’s experience, education, and achievements has positioned him as a leading figure in the finance and investment sectors. His commitment to public service, leadership in corporate finance, and contributions to global policy initiatives showcase his dedication to fostering a sustainable and comprehensive approach to investment and governance.
Location
People also viewed
Related People
Clay is a relationship management platform that serves as a personal CRM, helping you organize and deepen both personal and professional relationships. It functions as a beautiful rolodex and CRM available on iPhone, Mac, Windows, and web, built automatically to help manage your network efficiently. Unlike traditional address books, Clay centralizes all your contacts in one place while enriching them with additional context and features to help you stay thoughtful and connected.
Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
- Network Strength: Visualizes the strength of your relationships relative to others in your network
- Timeline: Shows your relationship history with each contact
- Smart Search: Allows you to search using natural language like "People I know at the NYT" or "Designers I've met in London"
- Reminders and Notes: Helps you remember important details about contacts
- Home Feed: Displays updates about your network including job changes, news mentions, and birthdays
- Groups: Organizes contacts into meaningful categories
- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Clay is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Clay as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Clay offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
Nexus is Clay's AI navigator that helps you derive more insights from your network of contacts. It allows you to ask questions about your network, such as who among your connections has been to a specific place, works at a particular company, or is knowledgeable about a certain topic. Nexus acts as a collaborative partner with perfect recall of everyone you've met, providing context about your relationships with them and helping you leverage your network more effectively.
Clay makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Clay's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
Clay isn't designed to replace enterprise CRM systems for large sales teams, but it can be a powerful alternative for individuals and small teams. Many people use Clay instead of Salesforce, Hubspot, and Pipedrive. Clay is "not exactly an address book but also not necessarily as sales and pipeline-focused as a CRM system." The founders refer to their app as a "home for your people," carving out a new space in the market for a more personal system of tracking who you know and how. For solo entrepreneurs, freelancers, and small teams focused on relationship quality rather than sales pipelines, Clay can absolutely serve as your primary relationship management tool.
Clay is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.