James Berquist

James Berquist

Jan 1, 2025

As Principal, James provides ongoing comprehensive analysis of his client’s portfolios. James began his career at Merrill Lynch as an account executive before joining E.F. Hutton, which was acquired by Shearson Lehman Brothers. During his tenure with these firms,...
Louis Bell, CIMA®

Louis Bell, CIMA®

Jan 1, 2025

Louis has been in the financial industry for 30 years and has extensive experience servicing ultra high net worth clients and their families. As Louis likes to say, “You can’t fake caring. Either you care or you don’t.” Louis prides himself on practicing what he...
Christopher Ayer

Christopher Ayer

Jan 1, 2025

Christopher is a Principal at NewEdge Wealth, bringing two decades of industry experience as a financial advisor in the Portsmouth, NH, area. He works closely with business owners, corporate C-suite executives, and high net worth families, utilizing a comprehensive...
Thomas Ames, CAP®

Thomas Ames, CAP®

Jan 1, 2025

Thomas serves as Vice President, Wealth Advisor at NewEdge Wealth, where he partners with fund principals and their families to grow, preserve, and align their wealth with what matters most. As a Chartered Advisor in Philanthropy®, he specializes in integrating...
Mark Ahmed

Mark Ahmed

Jan 1, 2025

As a principal partner at NewEdge Wealth, Mark and his team work with affluent individuals, families, and business owners to provide comprehensive wealth management services, financial planning, and portfolio analysis. With over 25 years of experience working on...