As Vice President, NewEdge Wealth Management, John helps drive critical business decisions by analyzing metrics, designing reports, and offering process improvements. John earned his Bachelor’s degree from the University of Virginia with a major in American Studies...
Jason is responsible for initiating relationships with clients by understanding their objectives and presenting solutions across the firm’s comprehensive capabilities in investment management, estate planning, and family office services. He has over 20 years of...
Spencer, in his role as Associate, Client Service at NewEdge Wealth, is a crucial asset to the team. Tasked with supporting various team functions, he excels in providing exceptional service. With a background as an Associate Financial Advisor at Stelvio Wealth...
Mr. Down serves as an Executive Vice President and is the prior President of NewEdge Securities. From 1997 to 2018, he served as President and board member of Mid Atlantic Capital Group. He has been with the company since 1987. From 1997 to 2004, he served as the...
As Director, Client Service, Michelle manages all aspects of client relationships from onboarding to maintenance and implementation of investments. She has over 30 years of industry experience and currently holds her Series 3, 7, 63, and 65 licenses. Prior to joining...
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