Leadership
- All
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- Management
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Louis Bell, CIMA®
Partner
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Chris Broussard
Chief Marketing Officer
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Danielle Brown
Managing Director, NewEdge Wealth Management
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Nicole Davis
Chief Compliance Officer, NewEdge Wealth | Associate General Counsel, NewEdge Capital Group
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Cameron Dawson, CFA®
Chief Investment Officer
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Alex Goss
Managing Partner, NewEdge Capital Group | Co-Founder, Co-CEO, Managing Partner, NewEdge Advisors
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Ghislain Gouraige, CEPA®
Partner
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Walter Granruth III
Partner, Co-Founder
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Rick Hollmann, CFA®
Managing Director, Head of Advisory Solutions
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Richard Ina, AAMS®
Partner
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Jared Kaplan
Partner
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Jeffrey Kobernick
Co-Founder | Vice Chairman, NewEdge Capital Group
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Robert McCann
Co-Chairman, NewEdge Capital Group
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Blaine Minton
Partner
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Marc Levitt, CIMA®
Partner
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Robin Petty, JD
Managing Director, Head of Wealth Strategy
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David Schnier
Managing Director, General Counsel
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Robert Sechan
CEO, Managing Partner, Co-Founder | Managing Partner, NewEdge Capital Group
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Kyle Smith
President, NewEdge Securities
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John Straus
President, Managing Partner
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John Straus, Jr., CFP®
Partner, Co-Founder
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Mary Jo Totten
Director, Human Resources
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Neil Turner
Chief Revenue Officer, NewEdge Capital Group | Co-Founder, Co-CEO, Managing Partner, NewEdge Advisors
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Kirsten Tuzzo, CPFA®
Partner
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Charles Warden
Co-Chairman, NewEdge Capital Group | Director, EdgeCo Holdings
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if NewEdge is engaged, or continues to be engaged, to provide investment advisory services. Read More