Aaron Zises, JD, AIF®

Aaron Zises, JD, AIF®

Jan 3, 2025

As a Principal at NewEdge Wealth, Aaron focuses on advising clients and their families on wealth strategy and investment management. Aaron has over 15 years of financial services experience, beginning his career as an attorney advising private fund managers at Schulte...
Jamie Wolff, CDFA®

Jamie Wolff, CDFA®

Jan 3, 2025

As Principal of New Edge Wealth, Jamie works closely with families to create bespoke investment plans to help protect and grow their wealth. With more than 30 years of experience helping clients meet their personal wealth goals, Jamie provides advice and solutions to...
Michael Weinberg

Michael Weinberg

Jan 3, 2025

Mike is an established veteran in the financial services industry, with experience in managing wealth for affluent individuals and families, small business owners, women in wealth, and high net worth professionals. As Managing Director, Mike spends much of his time...
Eduardo Vega

Eduardo Vega

Jan 2, 2025

As a Associate, Wealth Advisor, Ed focuses on delivering an exceptional client experience including financial planning and asset management for our unique client base. Ed has over thirty years of experience in the financial services industry, with previous positions...
Kirsten Tuzzo, CPFA®

Kirsten Tuzzo, CPFA®

Jan 2, 2025

Kirsten serves as Partner and has over 30 years of experience serving individuals, institutions, and family offices. She provides advice and tailored strategies for complex family wealth planning needs and leads the team’s investment process and portfolio management...