Our Portfolio is Our People
We deliver the ultimate level of service and attention to organize and simplify your financial life, while curating a unique set of investments and credit solutions built around you and your unique needs.
- All
- Administration
- Advisors
- Investment Advisory Board
- Investments
- Marketing
- Platform Solutions
- Wealth Strategy
Frank Ackerman
Managing Director
Mark Ahmed
Principal
Travis Aldridge, CFA®
Vice President, Portfolio Strategy
Elizabeth Axtell
Director of Marketing
Christopher Ayer
Principal
Scott Baer
Vice President, Trading
Kyle Bass
Co-Founder, CEO of Conservation Equity Management | Investment Advisory Board Member
Louis Bell, CIMA®
Partner
Jonathan Bell
Analyst, Client Service
Stephen Bell
Managing Director
James Berquist
Principal
Michael Bigley
Principal
Cross Binette
Associate, Compliance
Bretaigne Black
Director, Client Service
Laureen Brandin
Vice President, Client Service
MaryClare Breyel
Associate, Client Service
Chris Broussard
Chief Marketing Officer
Danielle Brown
Managing Director, NewEdge Wealth Management
Madeline Brown
Executive Assistant
Austin Capasso
Associate, Portfolio Strategy
Jorge Carbajal
Associate, Operations
Jason Catlender
Principal, Business Development
Sunita Cenci
Director, Client Service
Jack Chandler
Analyst, Client Service
Andres Chavarriaga
Associate, Client Service
Jeff Cherkas
Vice President, Trader
Karen Chess
Vice President, Client Service
Alan Chidsey
Associate, Investment Solutions, Trading
Ryan Cholnoky, CFP®, CRPC®, AWMA®
Vice President
Elias Colorado
Director, Head of IWS Operations
Leon Cooperman
Chairman and CEO of Omega Family Office, Inc. | Investment Advisory Board Member
Charlie Cornett
Principal, Business Development
Nicole Davis
Managing Director, Chief Compliance Officer, NewEdge Wealth | Associate General Counsel, NewEdge Capital Group
Cameron Dawson, CFA®
Chief Investment Officer
Michelle DeBusschere
Director, Client Service
William deButts, CIMA®
Managing Director
Michaelangelo Dooley, CFP®
Principal
Monica Dougherty
Vice President, Client Service
David Down
Partner
Andrew Draft, CEPA®
Vice President, Wealth Advisor
Patrick Dwyer
Managing Director
Steven Einhorn
Retired Vice Chairman of Omega Advisors | Investment Advisory Board Member
Nathan Emrick
Analyst
Paul Emrick, CFP®, CIMA®, CEPA®
Principal
Jenna Engelhardt
Systems Administrator
Spencer Epps
Associate, Client Service
Elinor Faedo
Associate, Client Service
Jason Fay
Senior Wealth Advisor
Michael Fomuke, CFP®
Vice President, Wealth Strategy
John Fox
Vice President, NewEdge Wealth Management
Lauren Detering Friday, MT, CFP®
Managing Director, Wealth Strategy
John Froley, CFP®
Principal
Hunter Gehring
Managing Director
Karen Glassman
Managing Director
Ana Gonzalez, CIMA®
Vice President, Portfolio Strategy
Kyle Gordon
Analyst, Client Service
Ghislain Gouraige, CEPA®
Partner
Gilles Gouraige
Associate, Banking & Lending
Walter Granruth III
Partner, Co-Founder
Scott Graver, CFP®, CRPC®
Principal, Wealth Strategy
Paula Gruber
Vice President, Client Service
Chris Guanzing
Associate, Client Service
Josh Gully
Managing Director
Josh Gully, Jr.
Associate, Client Service
Liz Gully Laetsch
Principal
Ariel Harary
Vice President, Client Service
Jonathan Heines
Principal, NewEdge Wealth Management
Rick Hollmann, CFA®
Managing Director, Head of Investment Solutions
Olivia Huckabay
Analyst, Client Service
Richard Hurt
Vice President, Client Service
Richard Ina, AAMS®
Partner
David Jones
Creative Director
Alyssa Kaiser, CFP®
Vice President, Wealth Strategy
Jared Kaplan
Partner
Alexis Kappe
Vice President, Client Service
Raegan Kaufman
Vice President, Client Service
Rida Khan
Analyst, Client Service
Susan Kim, CFA®
Vice President, Wealth Advisor
Connor Kirdzik
Vice President, Wealth Advisor
Andrew Knight
Associate, Wealth Strategy
Jeffrey Kobernick
Co-Founder | Vice Chairman, NewEdge Capital Group
Michael Kramer
Managing Director
Robert James Lee
Vice President, Wealth Advisor
Thomas Lee
Managing Partner and Head of Research at Fundstrat Global Advisors | Investment Advisory Board Member
Marc Levitt, CIMA®
Partner
Benjamin Lope
Vice President, Investment Solutions
Brad Lucas
Associate, Investment Solutions, Alternative Investments
Maria Maloney, CRPC®
Associate, Client Service
Robert Matza
Retired President and Partner of GoldenTree Asset Management | Investment Advisory Board Member
Diane McClung
Associate, Client Service
Anne-Michael McGrath
Vice President, Client Service
Kevin McIntyre
Principal, Investment Solutions, Fixed Income
Victoria Medvene
Associate, Client Service
Alexandra Meyers
Director of Transitions, NewEdge Capital Group
Olivia Michl
Vice President, Product Manager
Kevin Miller
Principal, Portfolio Strategy
Blaine Minton
Partner
Glen Mintz
Managing Director, Portfolio Management
Matt Mongon, CFA®, CFP®
Vice President, Portfolio Strategy
Kirsti Morrow
Associate, Client Service
Paige Muirhead
Associate, Client Service
Alessandra Mutone
Vice President, Client Service
John Naudo
Vice President, Wealth Advisor
Kelsey Navickas
Analyst, Client Service
Brian Nick
Managing Director, Head of Portfolio Strategy
Anneke H. Niemira, JD, LLM
Managing Director, Senior Wealth Strategist
Andrew Noble
Wealth Advisor
Nicole O’Connell
Senior Vice President, Custody Asset Movement & Control
Adam Parker
CEO & Founder of Trivariate Research LP | Investment Advisory Board Member
Khush Patel
Associate, Client Service
Jimmy Patrick
Managing Director
Francisco Perez
Director, Client Service
Autumn Perry
Assistant Marketing Manager
Jay Peters, CFA®
Managing Director, Investment Solutions, Equities
Brian Peters
Associate, Business Development
Robin Petty, JD
Managing Director, Head of Wealth Strategy
Doug Phillips
Managing Director
Anthony Pirrone
Analyst, Client Service
Gregory Pool
Managing Director
Jennifer Powell
Associate, Client Service
Fabiola “Lola” Previzi
Executive Assistant
Roland Pritchett
Managing Director
Alis Lynn Ramirez
Vice President, Client Service
Claudio Ravinet, CEPA®
Managing Director
Chloe Reed
Vice President, Investment Solutions, Alternatives
James Reese, Jr.
Principal
Justin Reese, CFP®
Principal
Matthew Remis
Principal
Andrea Restrepo
Associate, Client Service
Josh Rubin
Associate, Client Service
Francine Salerno
Vice President, Client Service
Blanca Sanabria
Director, Client Service
Janelle Saroza
Analyst, Client Service
Danielle Schneider
Lead Administrator, Wealth Advisor Solutions
David Schnier
Managing Director, General Counsel
Dale Schroeder
Managing Director
Robert Sechan
CEO, Managing Partner, Co-Founder | Managing Partner, NewEdge Capital Group
Jordan Sechan
Associate, Wealth Advisor
Jean Sesler
SVP, Operations
Tulsi Sharma
Vice President, Client Service
Sebin Skaria, CRPS®
Vice President, Portfolio Strategy
Maxwell Snyder
Vice President, Investment Solutions, Alternatives
Quentin Snyder
Associate, Client Service
Gabrielle Spady
Vice President, Client Service
Noah Stein
Analyst, Wealth Strategy
Winston Stock
Analyst, Investment Solutions, Alternatives
John Straus
President, Managing Partner
John Straus, Jr., CFP®
Partner, Co-Founder
Kate Stucky
Marketing Manager
David Symecko
Managing Director - Business Development, NewEdge Advisors
Margaret Theys
Vice President, NewEdge Wealth Operations
Mary Jo Totten
Director, Human Resources
Amanda Tuzzo
Associate, Client Service
Austin Tuzzo
Analyst, Investment Solutions
Kirsten Tuzzo, CPFA®
Partner
Eduardo Vega
Wealth Advisor
Matthew Vinsko
Analyst, Investment Solutions, Structured Products
Kipp Visi
Vice President, Banking & Lending
Michael Weinberg
Managing Director
Emily Wilson
Associate, Wealth Strategy
Becca Wolff
Associate, Client Technology Experience
Jamie Wolff, CDFA®
Principal
Aaron Zises, JD, AIF®
Principal
*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