Our Portfolio is Our People
We deliver the ultimate level of service and attention to organize and simplify your financial life, while curating a unique set of investments and credit solutions built around you and your unique needs.
- All
- Administration
- Advisors
- Investment Advisory Board
- Investments
- Marketing
- Platform Solutions
- Wealth Strategy
Frank Ackerman
Managing Director
Mark Ahmed
Principal
Travis Aldridge, CFA®
Vice President, Portfolio Strategy
Thomas Ames, CAP®
Vice President, Wealth Advisor
Elizabeth Axtell
Director of Marketing
Christopher Ayer
Principal
Sophie Ayer
Analyst, Client Service
Scott Baer
Vice President, Trading
Robert Balfour
Vice President, Client Service
Kyle Bass
Co-Founder, CEO of Conservation Equity Management | Investment Advisory Board Member
Louis Bell, CIMA®
Partner
Jonathan Bell
Analyst, Client Service
Tamar Bellete
Marketing Coordinator
Dustin Bernardi
Performance Marketing Manager
James Berquist
Principal
Michael Bigley
Principal
Bretaigne Black
Director, Client Service
Arthus Boucard
Analyst, Client Service
Laureen Brandin
Vice President, Client Service
MaryClare Breyel
Associate, Client Service
Chris Broussard
Chief Marketing Officer
Danielle Brown
Managing Director, NewEdge Wealth Management
Madeline Brown
Executive Assistant
Leslie Buckler
Vice President, Compliance
Ella Buckley
Associate, Client Service
Annie Cain
Analyst, Client Service
Austin Capasso
Associate, Investment Solutions, Portfolio Strategy
Jorge Carbajal
Associate, Operations
Eric Chan
Vice President, Client Service
Wendy Chance
Vice President, Client Service
Jack Chandler
Analyst, Client Service
David Chase
Managing Director
Andres Chavarriaga
Associate, Client Service
Jeff Cherkas
Vice President, Trader
Karen Chess
Vice President, Client Service
Alan Chidsey
Vice President, Investment Solutions, Trading
Ryan Cholnoky, CFP®, CRPC®, AWMA®
Principal
Jesse Christensen
Principal
Lindsey Collins
Analyst, Client Service
Elias Colorado
Director, Head of IWS Operations
Leon Cooperman
Chairman and CEO of Omega Family Office, Inc. | Investment Advisory Board Member
Mia Costarella
Vice President, Client Service
Cameron Dawson, CFA®
Chief Investment Officer
Michelle DeBusschere
Director, Client Service
William deButts, CIMA®
Managing Director
Damien DePeter
Principal
Heather DeRose
Managing Director, Operations
Patrick Dillon
Vice President, Compliance
Heather Doherty Guardado
Managing Director
Michaelangelo Dooley, CFP®
Principal, Investment Solutions, Structured Products
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if NewEdge is engaged, or continues to be engaged, to provide investment advisory services. Read More