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 Items
- 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, Wealth Strategy

Andrew Knight
Analyst, Wealth Strategy

Anna Reyes
Vice President, Senior Supervising Principal

Ariel Harary
Vice President, Client Service

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

Chloe Morgan
Director of Marketing

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

Jamie Wolff, CDFA®
Principal

Jared Kaplan
Partner

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

Jorge Carbajal
Associate, Operations

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, CFP®
Vice President, Wealth Strategy

Leon Cooperman
Chairman and CEO of Omega Family Office, Inc.

Louis Bell, CIMA®
Partner

Marc Levitt, CIMA®
Partner

Mary Jo Totten
Director, Human Resources

Maxwell Snyder
Associate, Alternative Investments

Melissa Geertz
Vice President, Marketing

Michael Fomuke
Vice President, Operations & Administration

Michael Weinberg
Managing Director

Michaelangelo Dooley, CFP®
Principal

Nicole O’Connell
Vice President, Asset Movement and Control

Patrick Dwyer
Managing Director

Paul Schneider
CEO, NewEdge Capital Group | Chief Operating Officer, EdgeCo Holdings

Paula Gruber
Vice President, Client Service

Raegan Kaufman
Executive Assistant, Events Specialist

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

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
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