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,...
William deButts, CIMA®

William deButts, CIMA®

Jan 1, 2025

As Managing Director at NewEdge Wealth, William brings extensive experience in structuring comprehensive investment and wealth management strategies for ultra high net worth families, private clients, and foundations. With a strong background in working with family...
Jesse Christensen

Jesse Christensen

Jan 1, 2025

As Principal, Jesse advises corporate executives, ultra-high net worth individuals, and family offices on complex equity, tax, and estate planning matters through custom investment strategies and comprehensive wealth planning solutions. Jesse brings over 16 years of...
Ryan Cholnoky, CFP®, CRPC®, AWMA®

Ryan Cholnoky, CFP®, CRPC®, AWMA®

Jan 1, 2025

As Principal, Ryan advises multi-generational families, specializing with private equity professionals, corporate executives, and entrepreneurs of both early and late-stage companies. Ryan works with clients to understand their overall financial landscape, provide...
David Chase

David Chase

Jan 1, 2025

As Managing Director, David works closely with his team to advise high-net-worth families, executives and institutions. He also supports their respective trusts, estates, foundations and endowments regarding their investment, liability management, risk management, and...