Former Pallas Capital Advisors Senior Vice President Establishes Firm’s First New Hampshire Office STAMFORD, Conn., NOV. 7, 2024 — NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices...
NewEdge Wealth announces that the Allentown, Pennsylvania-based team, led by Paul Emrick, has joined the firm, coming from Morgan Stanley.
A Florida based team of eight from Merrill Lynch will expand its presence in the Delray Beach, Boca Raton, and Palm Beach Gardens area.
NewEdge Capital Group recently announced that successful organic growth and recruiting efforts have put the firm on pace for another record year of growth. As of June 30, 2024, NewEdge Capital Group’s total client assets serviced are more than $55 billion, with a substantial part of that figure coming from successful recruitment efforts.
Experienced manager joins from The Macro Institute with experience at TIAA/Nuveen, UBS Wealth Management and New York Federal Reserve Bank.
Arriving at NewEdge Wealth in 2022, Cameron leads the development of our investment themes, strategies, and market views. Her leadership and vision have been pivotal in positioning us at the forefront of the industry.
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 is pleased to announce that Hunter Gehring, Principal, has been inducted into Marquis Who’s Who.
NewEdge Wealth is pleased to announce that Danielle Brown was awarded ‘Outstanding COO’ at the Family Wealth Report Awards ceremony in May.* The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals...
NewEdge Wealth is pleased to announce that Cameron Dawson, CFA®, Chief Investment Officer, has been acknowledged by Wealth Solutions Report as one of the Top Wealth Management CIOs of 2024.