NewEdge Wealth announced that Heather Doherty Guardado has joined the firm’s New York office as a Managing Director.
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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.
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...
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.
NewEdge Wealth Accelerates Southeast Growth With Two Ultra High Net Worth Managing Directors
NewEdge Wealth announced today that experienced wealth managers William deButts and Jimmy Patrick have joined as Managing Directors.
NewEdge Capital Group Exceeds Record-Breaking $9.5 Billion 2024 Recruitment Target Ahead of Schedule
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...