About
Joel Newman is a Trader at Fort Point Capital Partners, based in New York, NY. In his current role, he is involved in trading and structuring sophisticated, option-enhanced portfolio management and hedging strategies for a diverse institutional client base, including wealth advisory firms, banks, family offices, and non-profit organizations.
Newman’s work centers on equity derivatives, particularly in hedging and monetization strategies for concentrated equity positions, diversified portfolio hedging, systematic covered call writing, structured note replication, and tail-risk management solutions. He also has exposure to private investments across private credit, private equity, and real estate through Fort Point’s custom fund offerings.
Before joining Fort Point Capital Partners in 2019, he served as a Trader at Twenty-First Securities from 2012 to 2019, bringing over a decade of experience in complex financial products and derivatives trading. Newman holds a Bachelor of Science in Business Administration with a focus in Finance from the University of Iowa, underscoring his expertise in financial markets and risk management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fort Point Capital Partners | Trader | Apr 2019 to Present | Founded in 2008, Fort Point is an SEC-registered investment adviser that provides tailored investment solutions to individuals, wealth advisory firms, family offices, and institutions. The firm has pa... |
| Fort Point Capital Partners | Trader | Apr 2019 to Present | — |
| Twenty-First Securities | Trader | Sep 2012 to Apr 2019 | My current job description requires the creation/ implementation of sophisticated custom hedging and portfolio solutions through derivative transactions for portfolio and wealth managers. These strate... |
| BLUE VASE SECURITIES/R | Director of Institutional Sales | Jun 2009 to Dec 2011 | Director of Institutional Sales Director of Institutional Sales responsibilities included: establishing a new institutional client base, track and monitor customer interests in various option names, p... |
| CHAPDELAINE BROKERAGE | Director of New Business Development | Apr 2004 to Jun 2009 | 2004-2009 Hired by Chapdelaine Brokerage LLC. To establish a new institutional client base. Increased sales 5 million dollars in the first year. Opened 15 new accounts ranging from investment banks ... |
| Wolverine Trading | Senior Options Trader | Jan 2000 to Jan 2004 | Recruited by head partners to trade for the Exchange Traded Funds Division, the most profitable division producing 30% of the firm's net income. Generated $10 million in a twelve month period and was ... |
| LETCO INDEX ARBITRAGE GROUP | Senior Trader | Jan 1995 to Jan 2000 | Senior Trader Recruited by LIA, an index option trading firm, to increase profitability in the S&P 500 pit at the Chicago Board of Options Exchange. Generated more than $1 million each year. Monitore... |
| ARCHELON TRADING | Senior Trader | Jan 1992 to Jan 1995 | Senior Trader Promoted to senior trader after successfully working for the firm as equity options trader, and a index option trader . Generated profits during all three years of my employment. Was res... |
| Archelon Partners, LLC | Trader | Jan 1992 to Jan 1995 | Recruited by Twenty-First for my expertise in the trading, analysis, portfolio selection as well as risk management in the equity and equity derivatives space. My current job description requires the ... |
| EBC TRADING | Trading Assistant | Jan 1989 to Jan 1992 | Reconciled positions, resolved previous day's transactions and provided traders with economic data and arbitrage information. Studied option theory and option portfolio management. |
| SINGER WENGER TRADING | Broker | Jan 1987 to Jan 1989 | Filled futures hedges for cattle, S & P 500, Swiss Franc and Eurodollar market in the pits of the Chicago Mercantile Exchange. Participated in an extensive training program. Only future broker to volu... |
| CHICAGO BOARD OF TRADE OFFICE OF INVESTIGATIONS | Senior Investigator | Jan 1984 to Jan 1987 | Conducted investigations into alleged rule violations. Observed trading practices in the trading pits at the CBOT. Prepared and presented reports to CBOT discipline committees. |
Education
University of Iowa
Bachelor of Science, Business Administration; Finance
1980 — 1984
Skills & Expertise
Others at Fort Point Capital Partners LLC (4)
| Name | Role | Location |
|---|---|---|
 | Managing Partner | San Francisco, CA , United States |
B Brandon T. | Senior Investment Associate | New York, NY , United States |
 | Managing Partner | San Francisco, CA , United States |
 | Investment Associate | San Francisco, CA , United States |
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| Name | Role | Fund | Location |
|---|---|---|---|
 | Principal | Osborne Partners Capital Management, LLC | San Francisco, CA , United States |
 | Investment Analyst | Osborne Partners Capital Management, LLC | San Francisco, CA , United States |
D Daniel Cassell | Portfolio Manager | Baker Avenue Asset Management, LP | San Francisco, CA , United States |
D Doug Couden | Chief Investment Officer | Baker Avenue Asset Management, LP | San Francisco, CA , United States |
