Justin Reese, CFP®
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.
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 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...
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