James Berquist
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 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 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...
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