Premier Intellectual Capital
NewEdge Wealth is a business built upon a foundation of safety, objectivity, differentiated technology, in-house intellectual capital and customer service experience clients have come to expect.
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Premier Intellectual Capital
Within every Wall Street firm, certain parts of the organization shine above others. While some are known for macro insights, others specialize in fixed income, while others in emerging markets.
At NewEdge Wealth, we have assembled research from many of the large Wall Street firms and banks in order to help our clients achieve their goals. We have also assembled an Investment Advisory Board comprised of world-renowned investors and strategists to complement our own expertise in assessing the broad investment landscape and thinking about “what’s next.”
No Organization Has a Monopoly on Great Ideas
At NewEdge Wealth, our Investment Advisory Board is the cornerstone of our intellectual capital strategy. By combining internal expertise with insights from world-renowned investors and strategists, we’re able to assess the broad investment landscape and anticipate “what’s next.” This dynamic collaboration, bolstered by research from top Wall Street firms, empowers us to deliver actionable strategies tailored to our clients’ goals.
Investment Advisory Board
Kyle Bass
Leon Cooperman
Cameron Dawson, CFA®
Steven Einhorn
Thomas Lee
Robert Matza
Adam Parker
Robert Sechan
John Straus
Kyle Bass
Leon Cooperman
Cameron Dawson, CFA®
Steven Einhorn
Thomas Lee
Robert Matza
Adam Parker
Robert Sechan
John Straus
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Insights from NewEdge Wealth
Trump Accounts: Building Tax-Free Wealth from Day One
Trump Accounts are designed to serve as tax-deferred custodial investment accounts for minors, featuring a one-time $1,000 federal seed contribution for children born between 2025 and 2028, creating an early opportunity to jumpstart long-term wealth accumulation.
2026 Wealth Strategy Guide
This whitepaper is designed to help you understand the current environment and conduct a financial “wellness check” as we enter 2026.
Values Go Viral: The Gen Z Model for Impact-Driven Business
The demographic cohort born between 1997-2012, succeeding Millennials and preceding Generation Alpha, is commonly referred to as Generation Z. Gen Z, the first generation never to know the world without the internet, values diversity and finding their own unique identities, says Stanford scholar Roberta Katz.
#Millennials: The Startup Generation
Born between 1981 and 1996, Millennials are the largest generation in the U.S. workforce today, numbering over 72 million. As the first true digital natives, they grew up alongside the internet, mobile technology, and social media.