Leadership
- All
- Corporate
- Management
- Partners
Louis Bell, CIMA®
Partner
Chris Broussard
Chief Marketing Officer
Danielle Brown
Managing Director, NewEdge Wealth Management
Nicole Davis
Managing Director, Chief Compliance Officer, NewEdge Wealth | Associate General Counsel, NewEdge Capital Group
Cameron Dawson, CFA®
Chief Investment Officer
Alex Goss
Managing Partner, NewEdge Capital Group | Co-Founder, Co-CEO, Managing Partner, NewEdge Advisors
Ghislain Gouraige, CEPA®
Partner
Walter Granruth III
Partner, Co-Founder
Rick Hollmann, CFA®
Managing Director, Head of Investment Solutions
Richard Ina, AAMS®
Partner
Jared Kaplan
Partner
Jeffrey Kobernick
Co-Founder | Vice Chairman, NewEdge Capital Group
Marc Levitt, CIMA®
Partner
Robert McCann
Co-Chairman, NewEdge Capital Group
Blaine Minton
Partner
Robin Petty, JD
Managing Director, Head of Wealth Strategy
David Schnier
Managing Director, General Counsel
Robert Sechan
CEO, Managing Partner, Co-Founder | Managing Partner, NewEdge Capital Group
Kyle Smith
President, NewEdge Securities
John Straus
President, Managing Partner
John Straus, Jr., CFP®
Partner, Co-Founder
Mary Jo Totten
Director, Human Resources
Neil Turner
Chief Revenue Officer, NewEdge Capital Group | Co-Founder, Co-CEO, Managing Partner, NewEdge Advisors
Kirsten Tuzzo, CPFA®
Partner
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