As Co-Founder, John has been instrumental in shaping NewEdge Wealth into the leading wealth management firm that it is today. His dynamic leadership has been the cornerstone in establishing the firm’s distinguished Wealth Strategy division, which serves our most affluent clients. From bespoke strategies to intricate estate planning, this division has become the premier destination for ultra high net worth families seeking to navigate the complexities of their wealth.
John’s advises multi-generational families, specializing with private equity professionals, corporate executives, and entrepreneurs of both early and late-stage companies. With extensive experience in wealth strategy, he works with his clients to understand their overall financial landscape, provide tailored advice, and offer clarity and confidence in their investment decisions.
John graduated from St. Lawrence University and is a CERTIFIED FINANCIAL PLANNER™. He lives in Darien, CT, with his wife and two children, and in his free time, he enjoys skiing, woodworking, building fishing rods, and being on the water.
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