NewEdge Wealth recently announced that former Wells Fargo advisor Dale Schroeder has joined its San Francisco office, which opened in June.
Company News
NewEdge Capital Group Jumps 16 Spots on Barron’s Top 100 RIA Firms List
NewEdge Capital Group has ranked No. 13 on Barron’s Top 100 RIAs Firms list, a 16 spot jump in its second year of eligibility.
NewEdge Capital Group Firm and Leadership Receive WealthManagement.com Awards for Excellence
NewEdge Capital Group announced that the firm and leadership have been recognized for excellence at the annual Wealthies Awards.
NewEdge Wealth Launches Ultra High Net Worth Investment Platform for Financial Professionals and Institutions
Financial professionals and institutions can now access innovative strategies previously available on an exclusive basis to NewEdge Wealth clients.
NewEdge Capital Group Continues Recruitment Momentum in First Half of 2023
NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors nationwide, announced today that the firm is on pace to exceed last year’s record recruitment and asset growth numbers.
NewEdge Wealth Adds to Growing Miami Office With Former Wellington Management Equity Portfolio Manager
NewEdge Wealth is pleased to announce that Gregory Pool has joined its growing Miami office. In June, the firm announced the opening of a San Francisco and Nashville-area office. NewEdge Wealth now has eight offices in addition to its headquarters in Stamford, Connecticut.
NewEdge Wealth Launches San Francisco Office With Former First Republic Wealth Manager John Froley
NewEdge Wealth announced today it opened its San Francisco office with former First Republic wealth manager John Froley, CFP® as its first advisor.
NewEdge Capital Group Leaders and Firms Named Finalists in Several WealthManagement.com Industry Awards Categories
NewEdge Capital Group announced today that its leaders and firms have been named finalists in four categories of WealthManagement.com’s industry awards.
NewEdge Wealth Names 30-Year Veteran, Richard Ina, as Partner
NewEdge Wealth announced that Richard Ina has joined the firm from UBS and will establish a Nashville-area office. His previous two associates, Alison Ina and Paige Muirhead, will also join NewEdge Wealth.
NewEdge Wealth Names Josh Gully as Managing Director
NewEdge Wealth, is pleased to announce the appointment of Josh Gully as a Managing Director. In his new role, Mr. Gully is responsible for fostering client relationships and expanding the firm’s assets under management.