Justin Reese, CFP®

Justin Reese, CFP®

Jan 2, 2025

As a principal partner at NewEdge Wealth, Justin and his team work with affluent individuals, families, and business owners, to provide comprehensive wealth management services, financial planning, and portfolio analysis. With nearly two decades of experience working...
James Reese, Jr.

James Reese, Jr.

Jan 2, 2025

Prior to joining New Edge Wealth, Jim serviced as the Chief Financial Officer for Mid Atlantic Capital Group. In addition to Jim’s administrative responsibilities, he provided client support services in the areas of investment, tax, and estate planning for the firm’s...
Claudio Ravinet, CEPA®

Claudio Ravinet, CEPA®

Jan 2, 2025

Claudio has worked with ultra high net worth families for over twenty years. As Managing Director, he focuses on navigating complex matters and works closely with divisions across the firm to ensure clients achieve their strategic objectives. Claudio manages many of...
Roland Pritchett

Roland Pritchett

Jan 2, 2025

As Managing Director, Roland is dedicated to serving the complex needs of ultra high net worth individuals and entrepreneurs as well as current and former private business owners and their families. For the last three decades, Roland has acquired industry expertise...
Gregory Pool

Gregory Pool

Jan 2, 2025

As Managing Director, Gregory advises ultra high net worth individuals, alternative investment managers, family offices, and institutions with fixed income and equity investment strategies. He is also a member of our Investment Committee. Prior to joining NewEdge,...