As Vice President, Client Service, Ariel provides support in all areas of client relations, account administration and service. Prior to joining NewEdge Wealth, she was a Senior Wealth Strategy Associate at UBS Financial for 18 years. She earned her Bachelor of Arts...
As Principal at NewEdge Wealth, Liz works with UHNW individuals to provide a variety of services including pre-liquidity planning, portfolio construction, and asset allocation. In 2023, Liz was recognized by Forbes as one of America’s Top 100 Next-Gen Wealth Advisors...
Josh serves as an Associate, Client Service for NewEdge Wealth, focusing on business operations and growth initiatives for the team. Prior to joining NewEdge, Josh spent three years in sales. Josh attended Cornell University where he earned a Bachelor of Science...
Josh specializes in the wealth management needs of exceptionally accomplished entrepreneurs, private investors, family offices, and multi-generational families. He advises his clients on how to best meet their investment needs, philanthropic goals, and lifestyle...
Paula provides support in all areas of client relations, account administration and service. She is intimately involved with all areas of our clients’ financial lives. With nearly 22 years of experience in the financial services industry, with prior positions at UBS...
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