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

Robert Sechan
CEO, Managing Partner, Co-Founder | Managing Partner, NewEdge Capital Group

John Straus
President, Managing Partner

Cameron Dawson, CFA®
Chief Investment Officer

Louis Bell, CIMA®
Partner

Ghislain Gouraige, CEPA®
Partner

Walter Granruth III
Partner, Co-Founder

Richard Ina, AAMS®
Partner

Jared Kaplan
Partner

Jeffrey Kobernick
Managing Partner, Co-Founder

Marc Levitt, CIMA®
Partner

John Straus, Jr., CFP®
Partner, Co-Founder

Frank Ackerman
Managing Director

Mark Ahmed
Principal

Travis Aldridge, CFA®
Vice President, Portfolio Strategy

Scott Baer
Vice President, Trading

Moe Basit
Associate, Client Service

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

Stephen Bell
Managing Director

Josh Berkowitz
Analyst, Client Service

James Berquist
Principal

Michael Bigley
Principal

Laureen Brandin
Vice President, Client Service

Chris Broussard
Chief Marketing Officer

Danielle Brown
Managing Director, NewEdge Wealth Management

Austin Capasso
Associate, Investment Solutions

Jorge Carbajal
Associate, Operations

Jason Catlender
Principal, Business Development

Sunita Cenci
Director, Client Service

Andres Chavarriaga
Associate, Client Service

Jeff Cherkas
Vice President, Trader

Karen Chess
Associate, Client Service

Ryan Cholnoky, CFP®, CRPC®, AWMA®
Vice President, Wealth Strategy

Elias Colorado
Director, Head of IWS Operations

Leon Cooperman
Chairman and CEO of Omega Family Office, Inc. | Investment Advisory Board Member

Nicole Davis
Deputy Chief Compliance Officer, NewEdge Wealth | Associate General Counsel, NewEdge Capital Group

Lauren Detering, MT, CFP®
Principal, Wealth Strategy

Kelly Donnelly
Supervising Principal, Compliance Officer

Michaelangelo Dooley, CFP®
Principal

David Down
Executive Vice President

Patrick Dwyer
Managing Director

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

Ben Emons
Principal, Senior Portfolio Strategist

Jenna Engelhardt
Systems Administrator

Bill Englis
Head of Research

Jason Fay
Senior Wealth Advisor

Michael Fomuke
Vice President, Wealth Strategy

John Fox
Associate, NewEdge Wealth Management

Hunter Gehring
Principal

Karen Glassman
Managing Director

Ana Gonzalez, CIMA®
Vice President, Investment Solutions

Paula Gruber
Vice President, Client Service

Josh Gully
Managing Director

Josh Gully, Jr.
Associate, Client Service

Ariel Harary
Vice President, Client Service

Jonathan Heines
Principal, NewEdge Wealth Management

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

Richard Hurt
Vice President, Client Service

Alison Ina
Associate, Client Service

David Jones
Creative Director

Raegan Kaufman
Vice President, Client Service

Susan Kim, CFA®
Vice President, Wealth Advisor

Elizabeth Kip
Director of Marketing

Connor Kirdzik
Vice President, Wealth Advisor

Andrew Knight
Associate, Wealth Strategy

Robert James Lee
Vice President, Wealth Advisor

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

Scott Logie, CAIA
Vice President, Wealth Advisor

Benjamin Lope
Vice President, Investment Solutions

Alyssa Marov, CFP®
Vice President, Wealth Strategy

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

Alexandra Meyers
Vice President, Transition Management

Olivia Michl
Vice President, Client Technology Experience

Kevin Miller
Principal, Investment Solutions

Glen Mintz
Managing Director, Portfolio Management

Paige Muirhead
Associate, Client Service

Alessandra Mutone
Vice President, Client Service

Nicole O’Connell
Senior Vice President, Custody Asset Movement & Control

Khush Patel
Associate, Client Service

Francisco Perez
Director, Client Service

Autumn Perry
Marketing Coordinator

Jay Peters, CFA®
Principal, Portfolio Strategy

Brian Peters
Analyst, Client Service

Robin Petty
Managing Director, Head of Wealth Strategy

Jennifer Powell
Associate, Client Service

Fabiola “Lola” Previzi
Executive Assistant

Alis Lynn Ramirez
Vice President, Client Service

Brian Rauscher
Managing Director and Head of Global Portfolio Strategy at Fundstrat Global Advisors | Investment Advisory Board Member

Claudio Ravinet, CEPA®
Managing Director

Chloe Reed
Vice President, Alternative Investments

James Reese, Jr.
Principal

Justin Reese, CFP®
Principal

Matthew Remis
Principal

Anna Reyes
Principal, Supervision

Josh Rubin
Analyst

Francine Salerno
Vice President, Client Service

Blanca Sanabria
Director, Client Service

Danielle Schneider
Lead Administrator, Wealth Advisor Solutions

David Schnier
Managing Director, General Counsel, Chief Compliance Officer

Jordan Sechan
Analyst

Jean Sesler
SVP, Operations

Maxwell Snyder
Vice President, Investment Solutions

Noah Stein
Analyst, Wealth Strategy

Harrison Stone
Analyst, Client Service

Katherine Stucky
Marketing Manager

David Symecko
Managing Director - Business Development, NewEdge Advisors

Mary Jo Totten
Director, Human Resources

Eduardo Vega
Associate, Wealth Advisor

Kipp Visi
Vice President, Banking & Lending

PJ Webb
Analyst, Client Service

Michael Weinberg
Managing Director

Jamie Wolff, CDFA®
Principal

Aaron Zises, JD, AIF®
Principal
*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