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

Scott Baer
Vice President, Trading

Kyle Bass
Co-Founder, CEO of Conservation Equity Management | Investment Advisory Board Member

Louis Bell, CIMA®
Partner

Jonathan Bell
Analyst, Client Service

Stephen Bell
Managing Director

Tamar Bellete
Marketing Coordinator

James Berquist
Principal

Michael Bigley
Principal

Bretaigne Black
Director, 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

Ella Buckley
Associate, Client Service

Austin Capasso
Associate, Portfolio Strategy

Jorge Carbajal
Associate, Operations

Jason Catlender
Principal, Business Development

Jack Chandler
Analyst, Client Service

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

Kristen Creston
Events Marketing Manager

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

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

Steven Einhorn
Retired Vice Chairman of Omega Advisors | Investment Advisory Board Member

Nathan Emrick
Analyst

Paul Emrick, CFP®, CIMA®, CEPA®
Principal

Jenna Engelhardt
Systems Administrator

Elinor Faedo
Associate, Wealth Strategy

Jason Fay
Senior Wealth Advisor

Michael Fomuke, CFP®
Vice President, Wealth Strategy

John Fox
Vice President, NewEdge Wealth Management

Nathan Freshwater, CFP®
Vice President, Portfolio Strategy

Lauren Detering Friday, MT, CFP®
Managing Director, Wealth Strategy

John Froley, CFP®
Principal

Hunter Gehring
Managing Director

Karen Glassman
Managing Director

Ana Gonzalez, CIMA®
Vice President, Portfolio Strategy

Kyle Gordon
Analyst, Client Service

Ghislain Gouraige, CEPA®
Partner

Gilles Gouraige
Associate, Banking & Lending

Walter Granruth III
Partner, Co-Founder

Scott Graver, CFP®, CRPC®
Principal, Wealth Strategy

Paula Gruber
Vice President, Client Service

Chris Guanzing
Associate, Client Service

Josh Gully
Managing Director

Josh Gully, Jr.
Associate, Client Service

Liz Gully Laetsch
Principal

Ariel Harary
Vice President, Client Service

Jonathan Heines
Principal, NewEdge Wealth Management

Rick Hollmann, CFA®
Managing Director, Head of Investment Solutions

Olivia Huckabay
Analyst, Client Service

Richard Hurt
Vice President, Client Service

Richard Ina, AAMS®
Partner

Paul Izlar
Managing Director

David Jones
Creative Director

Alyssa Kaiser, CFP®
Vice President, Wealth Strategy

Jared Kaplan
Partner

Alexis Kappe
Vice President, Client Service

Raegan Kaufman
Vice President, Client Service

Brendan Keelan, CFA®
Principal, Investment Solutions, Fixed Income

Rida Khan
Analyst, Client Service

Susan Kim, CFA®
Vice President, Wealth Advisor

Connor Kirdzik
Vice President, Wealth Advisor

Andrew Knight
Associate, Wealth Strategy

Jeffrey Kobernick
Co-Founder | Vice Chairman, NewEdge Capital Group

Michael Kramer
Managing Director

Robert James Lee
Vice President, Wealth Advisor

Thomas Lee
Managing Partner and Head of Research at Fundstrat Global Advisors | Investment Advisory Board Member

Marc Levitt, CIMA®
Partner

Benjamin Lope
Vice President, Investment Solutions

Brad Lucas
Associate, Investment Solutions, Alternative Investments

Maria Maloney, CRPC®
Associate, Client Service

Robert Matza
Retired President and Partner of GoldenTree Asset Management | Investment Advisory Board Member

Diane McClung
Associate, Client Service

Anne-Michael McGrath
Vice President, Client Service

Kevin McIntyre
Principal, Investment Solutions, Fixed Income

Victoria Medvene
Associate, Client Service

Alexandra Meyers
Director of Transitions, NewEdge Capital Group

Olivia Michl
Vice President, Product Manager

Kevin Miller
Principal, Portfolio Strategy
*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