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