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...
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...
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.
NewEdge Wealth is a finalist for RIA of the Year at the 2025 InvestmentNews Awards, recognizing our client service, growth, and innovation.
Paul Izlar joins as Managing Director and Brendan Keelan as an investment principal as firm continues growth across Southeast footprint.
The third annual Onward Conference continued our mission to equip entrepreneurs with the knowledge and tools they need to successfully position themselves, their families, and their businesses for a future transaction, whenever the time is right.
NewEdge Wealth announced today that financial advisors can now access the innovative Structured Note Strategies from its investment platform, NewEdge Investment Solutions (NEIS), through the Envestnet and SMArtX platforms.
NewEdge Wealth is pleased to announce that Co-Founder Jeffrey Kobernick has been appointed as Vice Chairman of the firm’s parent company, NewEdge Capital Group.
NewEdge Wealth announced today that experienced wealth managers William deButts and Jimmy Patrick have joined as Managing Directors.
Firm Now Services More Than $65 Billion in Client Assets After Third Consecutive Record-Breaking Recruitment Year and Strong Organic Growth Supported by Key Strategic Initiatives PITTSBURGH, DEC. 12, 2024 — NewEdge Capital Group, LLC, a leading and growing...