Experience

Makes all the difference

James Michael New

Managing Director–Wealth Management

Financial Advisor

Portfolio implementation, analysis and risk management
Within New Columbia Advisors practice, James focuses primarily on investment strategy. He understands that his clients have spent considerable time and effort building their wealth. He and his team take their responsibility to help grow, preserve and pass on that wealth very seriously. They have built meaningful relationships with clients and their family members through many years of consistent communication.

 

“You can’t go back and change the beginning, but you can start where you are and change the ending.”

— C.S. Lewis

 

Previous Experience

  • Director, Credit Suisse Private Bank
  • Principal, Sanford C. Bernstein & Company
  • The Staubach Company
  • Trammell Crow Company

Life

  • Jim is a Member of the Advancement Committee, Investment Committee and Annual Fund Committee for St. Albans School.
  • He is a Buildings and Grounds Committee Member and Neighborhood Liaison for the National Cathedral School.
  • Jim is a former Board of Trustees Member, Executive Committee Member, Strategic Plan Chair and Investment Committee Chair for Beauvoir, the National Cathedral Elementary School.
  • He is a former Investment Committee Chair and Finance Committee Member for the Protestant Episcopal Cathedral Foundation.
  • Jim and his wife, Melanie, enjoy spending time with their four children, Henry, Charlie, Miles and Amelia.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • LA
  • MA
  • MD
  • ME
  • MN
  • NJ
  • NM
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA

Recognized as an industry leader:

  • Barron's Top 1,200 Financial Advisors, 2020, 2021, 2022
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Washington & Lee University, B.A., history

Credentials

  • Series 7, 31 and 66 securities licenses

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Family Offices
Multi-generational families
Exit planning
Business succession
Hedge Fund managers
Business owners
1501 K Street North West
Suite 1100
Washington, DC 20005

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Patrick Michael Kenny

Authorized Officer

Senior Wealth Strategy Associate

Investment management, analytics, and portfolio support
Although his team is truly collaborative in their work with clients, Patrick focuses on aligning appropriate investment strategies with his clients’ goals. His primary responsibilities support the team’s investment management processes, including asset allocation, portfolio construction, and portfolio review and analytics.

 

“I believe the best advice comes from learning all we can about you first, then working with a variety of internal resources and partners who help inform portfolio recommendations tailored to client needs.”

— Patrick Kenny

 

Previous Experience

  • Analyst, Investment Grade Debt Capital Markets Group, Mitsubishi UFJ Financial Group
  • Manager, Georgetown University Men’s basketball team

Life

  • Pat enjoys spending time with family and friends.
  • He plays a number of sports, including basketball and golf.
  • Pat is an avid reader.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • LA
  • MA
  • MD
  • ME
  • MN
  • NJ
  • NM
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA

Education

  • Georgetown University, B.A., government

Credentials

  • Series 7, 63, 66 and 79 securities licenses

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Custom portfolios
Asset allocation
Structured products
Sustainable investing
Impact investing
Securities-backed lending
1285 Avenue Of The Americas
New York, NY 10019

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Margaret Coleman Meagher

Financial Advisor

Service defined by integrity and communication
Maggie is the point person for her team and focuses on client relationship-building and service. Maggie collaborates with her team on portfolio management, performance reporting and helping find solutions to help meet clients’ needs. She is also responsible for coordinating marketing, communications and events. If clients have a concern or question, Maggie is on top of it.

“Kites rise highest against the wind, not with it.”

— Winston S. Churchill 

 

 

Previous Experience

  • Analyst, Latin America, West Sands Advisory
  • Account Executive, Payne Ross and Associates

Life

  • Maggie volunteers at N Street Village and the Meridian International Center and is a job counseling volunteer at Together We Bake, a women’s workforce training program.
  • She is a wine enthusiast and collector and has competed in blind wine tasting competitions around the world.
  • Maggie enjoys staying active, spending time with family and friends and traveling.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • LA
  • MA
  • MD
  • ME
  • MN
  • NJ
  • NM
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA

Education

  • University of St Andrews (UK), M.A., international relations

Credentials

  • Series 7 and 66 securities licenses

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Estate planning strategies
Women investors
Lending services
Philanthropy
Entrepreneurs
1501 K Street North West
Suite 1100
Washington, DC 20005

Email Me

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