Private Equity Professionals
Wealth Management Solutions Built Around You
Private Equity Professionals
A career as a Private Equity professional presents a unique set of challenges when it comes to your personal wealth. The realities of carried interest, co-investment capital calls, distributions and tax obligations add a level of complexity that a typical wealth strategy doesn’t account for.
The intertwining of your personal and professional life requires an advisor that understands your career in Private Equity and can develop a wealth strategy that simplifies your life today, while planning for tomorrow and beyond. We aim to provide peace of mind that you’re doing what you need to focus on today to achieve your desired legacy.
Wealth Services Designed Around Your Unique Needs
Private Equity can be lucrative. It’s also a career that can make day-to-day life difficult because your income can widely vary not only month to month, but year to year. Over the past decade, we have developed a customized set of wealth planning and investment services to help simplify your life as a private equity professional and provide peace of mind.
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The intertwining of your personal and professional life requires an advisor that understands your career in Private Equity and can develop a wealth strategy that simplifies your life today, while planning for tomorrow and beyond.
Your Unique Circumstances Require a NewEdge
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Articles, Webinars & Media Appearances
NewEdge Wealth Continues Recruiting Momentum, Expanding Its Florida Footprint
A Florida based team of eight from Merrill Lynch will expand its presence in the Delray Beach, Boca Raton, and Palm Beach Gardens area.
NewEdge Capital Group Recruits Nearly $5.5 Billion to Its Platform in First Half of 2024
NewEdge Capital Group recently announced that successful organic growth and recruiting efforts have put the firm on pace for another record year of growth. As of June 30, 2024, NewEdge Capital Group’s total client assets serviced are more than $55 billion, with a substantial part of that figure coming from successful recruitment efforts.
CNBC Appearance: “Unwinding of the carry trade could show more volatility in equities,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins CNBC’s “Closing Bell” to discuss markets, the market sell-off and the pivotal week ahead for investors.
CNBC Appearance: “The Fed probably should have cut rates this week,” says Brian Nick
Brian Nick, Managing Director, Head of Portfolio Strategy, recently joined CNBC International News to discuss the state of the U.S. economy.
Bloomberg Appearance: Cameron Dawson, CFA® reveals a key problem weighing on corporate balance sheets
Cameron Dawson, CFA®, Chief Investment Officer, reveals a key problem weighing on corporate balance sheets on Bloomberg Radio.
2024 Mid-Year Market Outlook
As we entered the third quarter of 2024, Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, and members of our investment team hosted a webinar to offer their forecast for the quarter, review current market trends and key investment sectors in light of the upcoming election.
