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
Frank Ackerman, Susan Kim, CFA® and Jason Fay join the rapidly growing wealth management firm that focuses on the needs of ultra-high-net-worth clients DARIEN, Conn. - Aug. [16], 2021 - NewEdge Wealth, LLC, a registered investment adviser specializing in...
Glen Mintz joins to support the firm’s portfolio management strategy for ultra-high-net-worth clients PITTSBURGH - July 7, 2021 - NewEdge Wealth, LLC , a registered investment adviser specializing in ultra-high-net-worth, family office and institutional clients, has...
Newly-formed RIA firm to expand EdgeCo’s wealth management footprint with a focus on serving ultra-high-net-worth, family office and institutional clients
EdgeCo Holdings, L.P. announced today it has entered into a definitive agreement with Goss Advisors, a leading New Orleans-based RIA supporting independent financial advisors nationwide. Goss will join EdgeCo’s wealth division, which includes the wealth management operations of Mid Atlantic Capital Group, Inc. (“Mid Atlantic”).