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
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
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
Austin Capasso
Associate, Portfolio Strategy
Jorge Carbajal
Associate, Operations
Eric Chan
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
Associate, Investment Solutions, Trading
Ryan Cholnoky, CFP®, CRPC®, AWMA®
Vice President
Jesse Christensen
Principal
Elias Colorado
Director, Head of IWS Operations
Leon Cooperman
Chairman and CEO of Omega Family Office, Inc. | Investment Advisory Board Member
Charlie Cornett
Principal, Business Development
Mia Costarella
Vice President, Client Service
Nicole Davis
Managing Director, Chief Compliance Officer, NewEdge Wealth | Associate General Counsel, NewEdge Capital Group
Cameron Dawson, CFA®
Chief Investment Officer
Michelle DeBusschere
Director, Client Service
William deButts, CIMA®
Managing Director
Damien DePeter
Principal
Patrick Dillon
Vice President, Compliance
Michaelangelo Dooley, CFP®
Principal, Investment Solutions, Structured Products
Monica Dougherty
Vice President, Client Service
David Down
Partner
Andrew Draft, CEPA®
Vice President, Wealth Advisor
Patrick Dwyer
Managing Director
Natalie Dymkowski
Associate, Client Service
*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