As Principal, Business Development, Jason leads the business development efforts for the firm – recruiting and working with prospective ultra high net worth advisors and teams to assess whether joining NewEdge is the right move for them and their clients. Jason has...
As Associate, Portfolio Strategy, Austin is responsible for providing support across various aspects of the investment team, which includes delivering research-based investment solutions to clients and assisting in the design and implementation of end-to-end advisory...
As Executive Assistant, Madeline provides administrative support to the CEO, President, and other founding partners. She also handles operational tasks and internal communications. Before joining NewEdge, Madeline was a Social Media Manager at Daps Beverage Co....
Danielle began her investment career at Morgan Stanley in 1998 and joined NewEdge in 2020. Since then, she has been instrumental in expanding the firm from 12 members to over 100 employees. Danielle handles daily operations and oversees the onboarding process of new...
As Associate, Compliance, Cross works closely with private wealth advisors, compliance, and operations to help ensure regulatory requirements and obligations are met. He brings valuable knowledge to his role with a Bachelor of Business Administration from Iona...
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