Articles from NewEdge Wealth, LLC

NewEdge Wealth, LLC, a registered investment advisor specializing in servicing the needs of ultra high net worth and high net worth families, family offices and institutional clients, announced today that a Chicago-based team led by veteran wealth manager David Chase has joined the firm.

NewEdge Wealth, LLC, a registered investment advisor specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, announced today that experienced wealth manager Patrick McGlothin has joined the firm as a Managing Director in Knoxville, Tennessee.

NewEdge Wealth, LLC, a registered investment advisor specializing in serving ultra high net worth families, family offices and institutional clients, announced today that financial advisors can now access the innovative Structured Note Strategies from its investment platform, NewEdge Investment Solutions (NEIS), through the Envestnet and SMArtX platforms. This expansion builds upon NewEdge’s existing relationship with Halo Investing, a platform focused on protective investments, which will serve as NewEdge’s distribution partner on both Envestnet and SMArtX, further broadening access to its sophisticated investment strategies for over 100,000 advisors nationwide.

NewEdge Wealth, LLC, a registered investment advisor specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, announced today that experienced wealth managers William deButts and Jimmy Patrick have joined as Managing Directors.

NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, announced today that industry veteran Christopher Ayer has joined the firm as a Principal, establishing the firm’s first New Hampshire office.

NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, announced today that an Allentown, Pennsylvania-based team led by Paul Emrick has joined the firm.

Just announced, a Florida-based team of eight from Merrill Lynch has joined NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices, and institutional clients. The team will join forces with NewEdge Wealth to expand its presence in the Delray Beach, Boca Raton, and Palm Beach Gardens area.

NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, announced today that veteran and distinguished investment manager Brian Nick, CAIA, has joined as Managing Director, Head of Portfolio Strategy.

NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, has appointed Kevin McIntyre as Principal, Municipal Bond Portfolio Manager.

NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, announced today that Michael Kramer has joined the firm at its Stamford, CT headquarters. Kramer, who was a board-certified practicing cardiologist before transitioning to the wealth management industry almost two decades ago, comes to NewEdge from his former firm First Republic Investment Management.

NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices, and institutional clients, announced today that former Wells Fargo advisor Dale Schroeder has joined its San Francisco office, which opened in June.

NewEdge Wealth, LLC, a registered investment advisor specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, announced today the launch of NewEdge Investment Solutions. This innovative new platform is designed to provide third-party financial professionals and institutions with access to many of the same strategies NewEdge Wealth utilizes to help their own ultra high net worth clients achieve their goals. With a forward-thinking and adaptive approach to wealth management, NewEdge Investment Solutions seeks to provide access to investments that are hard to get into, find or have structural advantages themselves.

NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, announced today that Gregory Pool has joined its growing Miami office.

NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, announced today it opened its San Francisco office with former First Republic wealth manager John Froley, CFP® as its first advisor.

NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices, and institutional clients, announced today that Richard Ina has joined the firm from UBS and will establish a Nashville-area office. His previous two associates, Alison Ina and Paige Muirhead, will also join NewEdge Wealth.

NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices, and institutional clients, is pleased to announce the appointment of Josh Gully as a Managing Director. In his new role, Mr. Gully is responsible for fostering client relationships and expanding the firm’s assets under management.

NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices, and institutional clients, is pleased to welcome Aaron Zises as Principal. As the newest member of the NewEdge Wealth team, Mr. Zises will continue to work with ultra high net worth individuals and families on identifying innovative ways to manage the complex demands of their wealth, including asset diversification and investment strategies, wealth strategy planning, tax and estate planning tactics, and legacy planning. He is based out of the firm’s headquarters in Stamford, Connecticut.

NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the unique needs of ultra high net worth families, family offices, and institutional clients, is pleased to welcome Hunter Gehring as Principal. In his new role, Mr. Gehring is responsible for advancing the firm’s assets under management and cultivating relationships with ultra high net worth clients. Mr. Gehring and his team are based out of Bentonville, Arkansas.

NewEdge Wealth, LLC, a registered investment adviser specializing in advising ultra high net worth families, family offices and institutional clients, announced that Steven Einhorn, Retired Vice Chairman of Omega Advisors, and Kyle Bass, Co-Founder and CEO of Conservation Equity Management and Founder and Chief Investment Officer of Hayman Capital Management, have joined the firm’s Investment Advisory Board.

NewEdge Wealth, LLC, a registered investment adviser specializing in advising ultra high net worth families, family offices and institutional clients, has hired Ben Emons as Principal, Senior Portfolio Strategist. Mr. Emons joins the firm’s ever-growing investment team serving alongside Rob Sechan, CEO, Cameron Dawson, Chief Investment Officer and Bill Englis, Head of Research. The firm also has notable Investment Advisory board members such as Tom Lee, Fundstrat Global Advisors Managing Partner, Leon “Lee” Cooperman, Omega Family Office, Inc. Chairman and CEO, and Robert Matza, Retired President and Partner of GoldenTree Asset Management.

NewEdge Wealth, LLC, a registered investment adviser specializing in ultra high net worth, family office and institutional clients, is pleased to announce that it has added yet another advisory team further extending its national footprint. The veteran three-person team, based out of Manhattan Beach, CA, is led by Muzaffar (Mark) Ahmed and Justin Reese, CFP®.

NewEdge Wealth, LLC, a registered investment adviser specializing in advising ultra high net worth, family office and institutional clients, has appointed Jason Catlender as Principal, Business Development. In his new role, Mr. Catlender will work with prospective ultra high net worth advisors and teams to assess whether joining NewEdge is the right move for them and their clients.

NewEdge Wealth, LLC, a registered investment adviser specializing in advising ultra high net worth families, family offices and institutional clients, has appointed Cameron Dawson, CFA® as the firm’s first Chief Investment Officer (CIO). As the CIO, Ms. Dawson will help shape the firm’s investment themes, strategies, and market views, while also working closely with the firm’s advisors and clients to help define portfolio strategies. Ms. Dawson will also serve on the firm’s Investment Advisory Board alongside NewEdge internal members CEO, Rob Sechan, and Head of Research, Bill Englis, as well as outside members, Fundstrat Global Advisors Managing Partner, Tom Lee, Omega Family Office, Inc. Chairman and CEO, Leon “Lee” Cooperman, GoldenTree Asset Management Retired President, Robert Matza, and Fundstrat Global Advisors Managing Director, Brian Rauscher.

NewEdge Wealth, LLC, a registered investment adviser specializing in ultra high net worth, family office and institutional clients, is pleased to announce that it has added eight new team members to its rapidly growing firm. The new hires include four veteran advisors, Louis Bell, CIMA®, Stephen Bell, Marc Levitt, CIMA®, and Jamie Wolff, CDFA®, along with four additional support staff.

NewEdge Wealth, LLC, a registered investment adviser specializing in advising ultra high net worth, family office and institutional clients, has appointed Robin Petty as Managing Director and Head of Wealth Strategy. In her new role, Ms. Petty will expand the firm’s team of Certified Financial Planners®, tax advisers and lawyers that support clients by offering solutions related to tax, estate, philanthropy, financing, and next generation planning. Her efforts will focus on designing strategies to help families navigate the complexities of multi-generational wealth.

NewEdge Wealth, LLC, a registered investment adviser specializing in ultra high net worth, family office and institutional clients, has appointed Karen Glassman as Managing Director. In her new role, Ms. Glassman concentrates on all aspects of global marketing, initiating and expanding assets under management and developing direct contact with clients.

NewEdge Wealth, LLC , a registered investment adviser specializing in ultra high net worth, family office and institutional clients, is pleased to announce that it has added an 11-person advisory team to its rapidly growing firm. The veteran team, based out of Coral Gables, FL, is led by Ghislain Gouraige, CEPA®, Jared Kaplan, Claudio Ravinet, CEPA®, Michael Weinberg and Michelangelo Dooley, CFP®.

NewEdge Wealth, LLC, a registered investment adviser specializing in ultra-high-net-worth, family office and institutional clients, has appointed Rick Hollmann as Managing Director and Head of Advisory Solutions. In his new role, Hollmann will be responsible for delivering research-based investment solutions to NewEdge Wealth’s elite client base. He will also design, direct and implement end-to-end advisory processes and standards that enhance the overall effectiveness of NewEdge Wealth’s investment advisors.

NewEdge Wealth, LLC, a registered investment adviser specializing in ultra-high-net-worth, family office and institutional clients, has appointed three new members to its rapidly growing team. Frank Ackerman joins as Senior Vice President, Susan Kim, CFA® joins as Vice President and Relationship Manager, and Jason Fay joins as a Financial Advisor. Ackerman, Kim and Fay will support NewEdge’s long-term growth strategy and provide direct support for the firm’s ultra-high-net-worth client base.

NewEdge Wealth, LLC, a registered investment adviser specializing in ultra-high-net-worth, family office and institutional clients, has appointed Glen Mintz as Managing Director, Portfolio Manager. In his new role, Mintz will be responsible for developing long-term, growth-oriented investment strategies that follow a distinctive portfolio management style and are designed to meet the financial objectives of NewEdge Wealth’s elite client base.