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
- Management
- Partners
- Platform Solutions
Robert Sechan
CEO, Managing Partner, Co-Founder | Managing Partner, NewEdge Capital Group
John Straus
President, Managing Partner
Charles Warden
Co-Chairman, NewEdge Capital Group | Director, EdgeCo Holdings
Robert McCann
Co-Chairman, NewEdge Capital Group
Cameron Dawson, CFA®
Chief Investment Officer
Louis Bell, CIMA®
Partner
Ghislain Gouraige, CEPA®
Partner
Walter Granruth III
Partner, Co-Founder
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
James Berquist
Principal
Michael Bigley
Principal
Laureen Brandin
Vice President, Client Service
Chris Broussard
Chief Marketing Officer
Danielle Brown
Principal, NewEdge Wealth Operations
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®
Associate, Wealth Strategy
Elias Colorado
Director, 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®
Vice President, 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
Analyst
Karen Glassman
Managing Director
Ana Gonzalez, CIMA®
Associate, Portfolio Strategy
Paula Gruber
Vice President, Client Service
Ariel Harary
Vice President, Client Service
Jonathan Heines
Vice President, Advisory Solutions
Rick Hollmann, CFA®
Managing Director, Head of Advisory Solutions
Richard Hurt
Vice President, Client Service
David Jones
Creative Director
Raegan Kaufman
Executive Assistant, Events Specialist
Susan Kim, CFA®
Vice President, Wealth Advisor
Elizabeth Kip
Marketing Manager
Andrew Knight
Analyst, 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
Associate, Portfolio Strategy
Alyssa Marov, CFP®
Associate, Wealth Strategy
Robert Matza
Retired President and Partner of GoldenTree Asset Management | Investment Advisory Board Member
Alexandra Meyers
Vice President, Transition Management
Olivia Michl
Associate, Client Online Experience
Kevin Miller
Vice President, Portfolio Strategy
Glen Mintz
Managing Director, Portfolio Management
Alessandra Mutone
Vice President, Client Service
Nicole O’Connell
Senior Vice President, Asset Movement and 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
Fabiola Previzi
Executive Assistant
Alis Lynn Ramirez
Associate, 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
Anna Reyes
Vice President, Senior Supervising Principal
Josh Rubin
Analyst
Francine Salerno
Vice President, Client Service
Blanca Sanabria
Director, Client Service
David Schnier
Managing Director, General Counsel, Chief Compliance Officer
Jordan Sechan
Analyst
Jean Sesler
SVP, Operations
Kyle Smith
President, NewEdge Securities
Maxwell Snyder
Associate, Alternative Investments
Noah Stein
Analyst, Wealth Strategy
Katherine Stucky
Marketing Manager
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
*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