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