NEWEDGE CAPITAL GROUP
Recent Accolades
Barron’s rankings awarded in September 2022 based on prior 12 month data. Forbes/Shook rankings awarded in October 2022 based on June 30, 2022 data.
Wealth Management Solutions Built Around You and Your Unique Life

Generational Wealth
Wealth Strategy designed to simplify the complexities of your life while establishing the legacy you want your family to leave behind.

Family
Offices
Outsourced CIO services or investment services that compliment your existing strategies plus technology to coordinate it all.

Successful Entrepreneurs
Meeting the challenge of balancing the financial demands of your company and building your personal financial stability.

Corporate Executives
Simplifying and coordinating the complexities your corporate career has brought to your personal finances.

Private Equity Professionals
Wealth strategy created specifically for your career, when so much of your personal and professional finances are intertwined.
WEALTH STRATEGIES
Creating an Intentional Legacy
NewEdge Wealth seeks to provide a select group of clients with the ultimate level of service and attention to help organize and simplify their lives, while also providing access to an expansive menu of institutional caliber products and services — all wrapped in technology that serves as the connective tissue between the client and their advisor in order to create a stronger, more personal relationship.
The Weekly Edge
From the Office of the CIO
The NewEdge Weekly Summary
By William Englis, Head of Research
Webinars & Events

Insights on China with Kyle Bass
NewEdge Wealth’s Chief Investment Officer, Cameron Dawson, is joined by Conservation Equity Management’s Co-Founder and CEO, Kyle Bass, as the two discuss rising tensions between the U.S. and China.

Market Update With Cameron Dawson
NewEdge Wealth’s Chief Investment Officer, Cameron Dawson, addresses timely market updates.

The Ten Surprises of 2023
Managing Partner and Co-Founder of NewEdge Wealth, Jeffrey Kobernick, is joined by Chief Investment Strategist and Senior Managing Director of Blackstone, Joe Zidle, as the two discuss The Ten Surprises of 2023.

2023 Outlook: Enjoy What You Can, Endure What You Must
Hosted by NewEdge Wealth’s CEO and Co-Founder, Rob Sechan, and Chief Investment Officer, Cameron Dawson, the two take a deeper dive into our newly released 2023 Outlook, including the economy, policy, and markets in 2023.