Newbold Advisors is privately held, owned by 6 partners who have invested themselves financially and professionally in providing our clients with truly exceptional human capital solutions.
Terry Couto, Founding Partner
Terry has more than 30 years of experience in the mortgage industry, serving in such executive positions as chief financial officer, controller and consultant. Broad responsibilities have resulted in a unique combination of very strong finance/accounting knowledge, extensive operational experience (particularly in the capital markets, retail origination and servicing areas) and extensive mergers and acquisitions experience. Prior to Newbold Terry was CFO at companies including Market Street Mortgage, GE Capital Mortgage Insurance, GE Capital Mortgage Services and Citizens Mortgage Corporation. Terry has an MBA in Finance from Georgia State University and a BS in Accounting from the University of Alabama.
Tim Gaven, Founding Partner
Tim has more than 30 years of experience in the capital markets and consulting industries throughout Europe and North America. Focusing largely on Operations, his experience includes roles at Capco, HSBC, Bear Stearns and Co., Securities Industry Automation Corp., and Tucker Anthony. Tim has an MBA from Fairleigh Dickinson University and a BA in Business Administration from Rutgers University.
Dan Reiman, Founding Partner
Dan has more than 25 years of experience in the mortgage and consulting industries. Focusing largely on technology, his experience includes roles at Fannie Mae, GE Capital, Fleet Mortgage, Black Knight Financial Services (LPS), Destiny Consulting, and Exigen Group. Dan has an MBA from George Mason University and a BA in History from University of North Carolina.
Jason Bohrer, CMB, Partner and President
Jason has more than 30 years of experience in the financial services industry, serving in positions with responsibility for general management, interest rate and credit risk, sales and sales management, product development, corporate start-ups, restructuring and talent management. Prior to Newbold, Jason was President of United Guaranty Residential Insurance Company with responsibility for the domestic business. Previously, he was executive vice president of risk management at SunTrust Mortgage. Mr. Bohrer earned his BA in American History at the University of North Carolina at Chapel Hill, and his MBA at the Darden Graduate School of Business at the University of Virginia. He holds the Master Certified Mortgage Banker Designation, has completed the School of Mortgage Banking, and is a CMB Fellow. Jason is Chairman of the Board of the United Way of Greater Greensboro.
Shari Harrison, Partner, Chief Financial Officer
Shari has more than 30 years of experience in accounting, serving as Newbold’s Chief Financial Officer since 2007. Shari oversees contract administration, financial statements, treasury management and accounting, and employee relations. Before Newbold, Shari was Controller at Market Street Mortgage. She was involved with a management buyout at Eckerd Corporation, and was an Accountant with Price Waterhouse for five years prior. A Certified Public Accountant, Shari earned a BS degree in Accounting from the University of Florida, and her Masters of Accounting from Florida State University.
Michael Wade, Partner
Michael has more than 25 years of mortgage industry experience serving in senior management positions in loss mitigation, origination underwriting, repurchase management, operational risk management, credit policy, and counter-party risk. Before Newbold, Michael was with Chase Home Lending as SVP and chief underwriter for the Servicing and Loss Mitigation divisions. He previously served in leadership roles focused on credit policy and operational risk at Freddie Mac and Wells Fargo Home Mortgage. Michael earned a BA degree in Business Law from the American University in Washington, DC.