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 Board
- Management
- Partners
- Platform Solutions
Alec Zager
Associate, Wealth Advisor
Alessandra Mutone
Vice President, Client Service
Alexandra Meyers
Vice President, Transition Management
Alis Lynn Ramirez
Associate, Client Service
Alyssa Marov, CFP®
Associate, Wealth Strategy
Ana Gonzalez, CIMA®
Associate, Portfolio Strategy
Andres Chavarriaga
Associate, Client Service
Andrew Knight
Analyst, Wealth Strategy
Anna Reyes
Vice President, Senior Supervising Principal
Ariel Harary
Vice President, Client Service
Austin Capasso
Associate, Investment Solutions
Benjamin Lope
Associate, Portfolio Strategy
Bill Englis
Head of Research
Blanca Sanabria
Director, Client Service
Brian Peters
Analyst, Client Service
Brian Rauscher
Managing Director and Head of Global Portfolio Strategy at Fundstrat Global Advisors
Cameron Dawson, CFA®
Chief Investment Officer
Charles Warden
Co-Chairman, NewEdge Capital Group | Director, EdgeCo Holdings
Chris Broussard
Chief Marketing Officer
Claudio Ravinet, CEPA®
Managing Director
Danielle Brown
Principal, NewEdge Wealth Operations
David Down
Executive Vice President, NewEdge Capital Group | President, NewEdge Securities
David Schnier
Managing Director, General Counsel, Chief Compliance Officer
Eduardo Vega
Associate, Wealth Advisor
Elias Colorado
Director, Operations
Elizabeth Kip
Marketing Manager
Erin Timmerman
Senior Vice President, General Counsel, EdgeCo Holdings
Fabiola Previzi
Executive Assistant
Francine Salerno
Vice President, Client Service
Francisco Perez
Director, Client Service
Frank Ackerman
Managing Director
Ghislain Gouraige, CEPA®
Partner
Glen Mintz
Managing Director, Portfolio Management
James Berquist
Principal
James Reese, Jr.
Principal
Jamie Wolff, CDFA®
Principal
Jared Kaplan
Partner
Jason Catlender
Principal, Business Development
Jason Fay
Senior Wealth Advisor
Jay Peters, CFA®
Principal, Portfolio Strategy
Jean Sesler
SVP, Operations
Jeff Cherkas
Vice President, Trader
Jeffrey Kobernick
Managing Partner, Co-Founder
Jenna Engelhardt
Systems Administrator
John Fox
Analyst
John Straus
President, Managing Partner
John Straus, Jr., CFP®
Partner, Co-Founder
Jonathan Heines
Vice President, Advisory Solutions
Jordan Sechan
Analyst
Jorge Carbajal
Associate, Operations
Josh Rubin
Analyst
Justin Reese, CFP®
Principal
Karen Chess
Associate, Client Service
Karen Glassman
Managing Director
Katherine Stucky
Marketing Communications Coordinator
Kelly Donnelly
Supervising Principal, Compliance Officer
Kevin Miller
Vice President, Portfolio Strategy
Khush Patel
Associate, Client Service
Kipp Visi
Vice President, Banking & Lending
Kyle Smith
Senior Vice President, Product Management
Laureen Brandin
Vice President, Client Service
Lauren Detering, MT, CFP®
Vice President, Wealth Strategy
Leon Cooperman
Chairman and CEO of Omega Family Office, Inc.
Louis Bell, CIMA®
Partner
Marc Levitt, CIMA®
Partner
Mark Ahmed
Principal
Mary Jo Totten
Director, Human Resources
Maxwell Snyder
Associate, Alternative Investments
Michael Bigley
Principal
Michael Fomuke
Vice President, Wealth Strategy
Michael Weinberg
Managing Director
Michaelangelo Dooley, CFP®
Principal
Nicole Davis
Deputy Chief Compliance Officer
Nicole O’Connell
Senior Vice President, Asset Movement and Control
Noah Stein
Analyst, Wealth Strategy
Olivia Michl
Associate, Client Online Experience
Patrick Dwyer
Managing Director
Paul Schneider
President, NewEdge Capital Group | Chief Operating Officer, EdgeCo Holdings
Paula Gruber
Vice President, Client Service
PJ Webb
Analyst, Client Service
Raegan Kaufman
Executive Assistant, Events Specialist
Richard Hurt
Vice President, Client Service
Rick Hollmann, CFA®
Managing Director, Head of Advisory Solutions
Robert James Lee
Vice President, Wealth Advisor
Robert Matza
Retired President and Partner of GoldenTree Asset Management, Investment Advisory Board Member
Robert McCann
Co-Chairman, NewEdge Capital Group
Robert Sechan
CEO, Managing Partner, Co-Founder
Robin Petty
Managing Director, Head of Wealth Strategy
Ryan Cholnoky
Associate, Wealth Strategy
Scott Baer
Vice President, Trading
Scott Logie, CAIA
Vice President, Wealth Advisor
Stephen Bell
Managing Director
Sunita Cenci
Director, Client Service
Susan Kim, CFA®
Vice President, Wealth Advisor
Thomas Lee
Managing Partner and Head of Research at Fundstrat Global Advisors, Investment Advisory Board Member
Travis Aldridge, CFA®
Vice President, Portfolio Strategy
Walter Granruth III
Partner, Co-Founder
*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