Jeremy Taubes, CLU

Jeremy Taubes, CLU

Jan 2, 2025

As Principal at NewEdge Wealth, Jeremy works directly with ultra high net worth individuals, families, business owners, and professionals nationwide to deliver personalized financial planning, estate review, investment services, sophisticated insurance strategies and...
John Straus, Jr., CFP®

John Straus, Jr., CFP®

Jan 2, 2025

As Co-Founder, John has been instrumental in shaping NewEdge Wealth into the leading wealth management firm that it is today. His dynamic leadership has been the cornerstone in establishing the firm’s distinguished Wealth Strategy division, which serves our most...
Jordan Sechan, CFP®

Jordan Sechan, CFP®

Jan 2, 2025

As a Vice President, Wealth Advisor at NewEdge Wealth, Jordan advises ultra-high-net-worth clients and their families across a range of investment and strategic planning needs. His work focuses on a forward-thinking demographic: next-generation wealth creators,...
Robert Sechan

Robert Sechan

Jan 2, 2025

Rob is an experienced financial expert and entrepreneur, currently serving as the CEO, Managing Partner, and Co-Founder of NewEdge Wealth and Co-Managing Partner of NewEdge Capital Group. With over two decades of experience in the financial industry, he has...
Dale Schroeder

Dale Schroeder

Jan 2, 2025

As Managing Director, Dale advises ultra high net worth individuals, alternative investment managers, family offices, and institutions with fixed income and equity investment strategies.  With nearly 30 years of experience in the capital markets, Dale’s expertise lies...