As Managing Director, Doug dedicates his time to providing investment and asset allocation advice for his clients. Specializing in advising ultra high net worth individuals, family offices, and institutions, Doug excels in constructing customized investment strategies...
For over 30 years, Robin has delivered wealth strategy services to ultra high net worth clients. As Managing Director and Head of Wealth Strategy, Robin and her team design solutions and strategies to help families navigate the complexities of multi-generational...
As Associate, Business Development, Brian plays a pivotal role in driving growth and fostering strategic relationships with prospective ultra high net worth advisors. With a passion for connecting individuals and institutions with personalized wealth management...
As Managing Director, Investment Solutions, Equities, Jay oversees equity strategy and internal equity portfolio management across the NewEdge Investment Platform. In his role, Jay provides clients and advisors recommendations around strategic and tactical equity...
Frank focuses on client reporting, trading, asset allocation and account administration. Prior to NewEdge Wealth, Frank was a Wealth Strategy Associate at UBS and a Client Service Associate at Lehman Brothers. Frank started his career at U.S. Trust as a Client...
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