Patrick Dwyer

Patrick Dwyer

Jan 1, 2025

As Managing Director, Patrick is responsible for driving growth at NewEdge Wealth. Prior to joining NewEdge Wealth, Patrick served as a Managing Director at Silicon Valley Bank and a Private Wealth Advisor at Merrill Lynch Private Bank. He has earned numerous...
Andrew Draft, CEPA®

Andrew Draft, CEPA®

Jan 1, 2025

As Vice President, Wealth Advisor, Andrew supports ultra high net worth clients and their families reach their financial goals. Andrew began his career in alternatives, working for Focus Investment Group, a global multi-strategy fund of hedge funds out of New York...
David Down

David Down

Jan 1, 2025

Mr. Down serves as an Executive Vice President and is the prior President of NewEdge Securities. From 1997 to 2018, he served as President and board member of Mid Atlantic Capital Group. He has been with the company since 1987. From 1997 to 2004, he served as the...
Heather Doherty Guardado

Heather Doherty Guardado

Jan 1, 2025

As Managing Director, Heather brings extensive experience spanning decades in implementing sophisticated investment and wealth management strategies for ultra high net worth clients.   Prior to joining NewEdge, she served as Portfolio Manager at Tocqueville Asset...
Damien DePeter

Damien DePeter

Jan 1, 2025

Damien serves as Principal for NewEdge Wealth, where he brings over 20 years of experience working with ultra high net worth individuals, families, and organizations to build comprehensive financial plans. Before joining NewEdge, he served as Senior Vice President,...