NewEdge Capital Group, LLC, announced today it has been named to the Barron’s Top 100 RIA Firms list. This 7th annual ranking of independent advisory companies is based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics.
NewEdge Wealth is pleased to announce that it has added yet another advisory team further extending its national footprint. The veteran three-person team, based out of Manhattan Beach, CA, is led by Muzaffar (Mark) Ahmed and Justin Reese, CFP®.
NewEdge Wealth has appointed Jason Catlender as Principal, Business Development. In his new role, Mr. Catlender will work with prospective ultra high net worth advisors and teams to assess whether joining NewEdge is the right move for them and their clients.
NewEdge Wealth Names Cameron Dawson as Chief Investment Officer – Dynamic thought leader boosts firm’s investment program to support family office and institutional clients
The ultra high net worth wealth management firm further bolsters its ‘wealth’ of experience by welcoming eight new team members to its headquarters
Industry expert expands firm’s ability to support ultra high net worth clients and navigate the complexities of wealth strategy Stamford, Conn. – April 12, 2022 - NewEdge Wealth, LLC, a registered investment adviser specializing in advising ultra high net worth,...
Highly experienced advisor joins NewEdge to support the firm’s investment management strategy for ultra high net worth clients and lead women’s advocacy efforts. Stamford, Conn. – Feb. 15, 2022 - NewEdge Wealth, LLC, a registered investment adviser specializing in...
The 11-person team further solidifies the national expansion and rapid growth of the wealth management firm focused on ultra high net worth clientele STAMFORD, Conn. – Jan. 28, 2022 - NewEdge Wealth, LLC , a registered investment adviser specializing in ultra high net...
NewEdge Capital Group, LLC announced today that Robert J. McCann has joined the firm and will serve as an active Co-Chairman. With four decades of experience, Mr. McCann’s proven track record of executive leadership and delivering organic growth will propel NewEdge Capital Group’s mission of supporting successful advisors in the pursuit of the optimal client experience.
Launch of NewEdge Capital Group brings together EdgeCo Holdings’ wealth management companies under one brand name