James joins NewEdge at a pivotal moment as the firm marks five years of rapid growth. His expertise will help drive NewEdge’s next phase.
Company News
NewEdge Wealth Welcomes Experienced Wealth Manager Heather Doherty Guardado to New York Office
NewEdge Wealth announced that Heather Doherty Guardado has joined the firm’s New York office as a Managing Director.
NewEdge Capital Group Rises to No. 8 on Forbes 2025 Top RIAs List
NewEdge Capital Group announced it was ranked as the nation’s No. 8 firm on Forbes’ 2025 Top RIAs list.
NewEdge Capital Group Ranked No. 3 on 2025 Barron’s Top 100 RIAs List
NewEdge Capital Group has been recognized by Barron’s as No. 3 on the publication’s 2025 ranking of the Top 100 RIAs.
NewEdge Wealth Named Wealthies Finalist for ASCEND
We are pleased to share that NewEdge Wealth’s Onward Entrepreneur Series is a finalist in the Client Initiatives category of the 2024 WealthManagement.com Wealthies awards!
NewEdge Wealth Continues Nationwide Expansion with Addition of First Chicago Team
NewEdge Wealth announced that a Chicago-based team led by veteran wealth manager David Chase has joined the firm.
Hunter Gehring Named Partner at NewEdge Wealth
NewEdge Wealth is pleased to announce that Hunter Gehring has been named Partner. Since joining the firm in 2023, Hunter has been instrumental in spearheading the growth of our Bentonville, AR office, expanding his practice to serve more families and significantly...
NewEdge Wealth Welcomes Patrick McGlothin as Part of Southeast Expansion
Veteran wealth manager brings two decades of Morgan Stanley experience to Knoxville, Tennessee market STAMFORD, Conn., JULY 17, 2025 — NewEdge Wealth, LLC, a registered investment advisor specializing in servicing the needs of ultra high net worth families, family...
ASCEND Earns 2025 Wealthies Nomination
What an incredible honor to share that ASCEND, our specialized program for athletes, entertainers, and influencers, has been recognized as a finalist in the Client Initiatives category at the 11th Annual Wealth Management Industry Awards. ASCEND, a program by NewEdge...
Following Explosive Growth, Jesse Christensen Strategically Transitions Practice Within NewEdge Family to Enhance UHNW Client Services
Jesse Christensen has joined NewEdge Wealth. The size and sophistication of his clients has expanded to a point where, by shifting to NewEdge Wealth, Christensen can continue scaling the practice with the support and solutions designed specifically for complex clients.