Team of Three Represents Firm’s Thirteenth State
NEW YORK, NY, SEP. 9, 2026 — NewEdge Capital Group, LLC, announced that a team led by experienced wealth manager Lance White has joined NewEdge Wealth, a registered investment advisor specializing in servicing the needs of ultra high net worth and high net worth families, family offices and institutional clients, adding New Albany, Ohio, to its growing footprint.
While based in New Albany, White also maintains a strong presence in Naples and Miami, Florida, where he serves many longtime clients. He brings more than three decades of experience across private wealth management, capital markets, technology investing and venture capital, including prior tenures at Morgan Stanley and UBS.
White most recently co-founded New Albany Wealth Management Group at Morgan Stanley where he managed over $500 million in client assets. White, joined by Shane Moran and Wendy Chance, specializes in evaluating emerging technology businesses such as artificial intelligence, robotics and aerospace and brings these investment opportunities to founders, venture firms, family offices and other private market participants.
“New Albany has experienced considerable technology growth with industry leaders establishing manufacturing and data centers in the area, making the city a strong fit for our national footprint,” said Rob Sechan, Founder and Managing Partner of NewEdge Capital Group. “Lance has a longstanding perspective on innovation and the venture ecosystem. With our independent platform and his experience working with executives and entrepreneurs, Lance is a great fit for our team.”
Ohio represents NewEdge’s thirteenth state. NewEdge Wealth has more than 70 ultra high net worth advisors across 20 locations, including Nashville, New York, Atlanta, Chicago, Miami and San Francisco.
About NewEdge Capital Group
NewEdge Wealth is a division of NewEdge Capital Group, LLC. NewEdge Capital Group represents a fundamental reimagining of what a financial services firm can be when it’s designed by Advisors for Advisors. As an invitation-only firm for already successful advisors, resources are focused on helping top-performing advisors reach the next level in their careers. NewEdge provides exceptional talent, cutting-edge technology and institutional-grade resources that create a structural advantage for elite advisors and their clients.
NewEdge Capital Group services multiple business lines and supports over 550 financial advisors servicing several thousand households, family offices and institutions. NewEdge Capital Group, LLC, is a Barron’s Top 100 RIA Firm, Forbes’ America’s Top RIA Firm and CNBC Elite Advisor.*
Advisory services provided by NewEdge Advisors, LLC and NewEdge Wealth, LLC, our registered investment advisers. Securities offered through NewEdge Securities, LLC, Member FINRA/SIPC. NewEdge Advisors, LLC, NewEdge Wealth, LLC, and NewEdge Securities, LLC are wholly owned subsidiaries of NewEdge Capital Group, LLC. For more information, visit http://www.newedgecapitalgroup.com.
*Barron’s rankings awarded in September 2025 based on prior 12-month data. Forbes/Shook rankings awarded in October 2025 based on data from 3/31/24–3/31/25. The CNBC Elite Advisors award was issued by CNBC on June 22, 2026. Award criteria and methodology are determined solely by CNBC in partnership with AccuPoint Solutions and Cerulli Associates. This recognition is not indicative of future performance and should not be construed as an endorsement of NewEdge Wealth or NewEdge Capital Group by CNBC or any affiliated entity. Neither NewEdge Capital Group nor its employees pay a fee in exchange for these rankings.
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