Doug Phillips

Doug Phillips

Jan 2, 2025

As Managing Director, Doug dedicates his time to providing investment and asset allocation advice for his clients. Specializing in advising ultra high net worth individuals, family offices, and institutions, Doug excels in constructing customized investment strategies...
Jimmy Patrick

Jimmy Patrick

Jan 2, 2025

As Managing Director at NewEdge Wealth, Jimmy works closely with private and institutional clients to address their unique investment and financial planning needs. With over 20 years of experience, he focuses on building enduring relationships and delivering...
Andrew Noble

Andrew Noble

Jan 2, 2025

As Wealth Advisor at NewEdge Wealth, Andrew enjoys building relationships with clients and constructing customized financial plans that place their priorities first. In serving the needs of ultra high net worth individuals and families, Andrew’s responsibilities...
John Naudo

John Naudo

Jan 2, 2025

As Vice President, Wealth Advisor, John excels at helping clients not just navigate their investment plans but truly understand and connect with their financial goals. His approach goes beyond portfolios, emphasizing the importance of building genuine friendships with...
Glen Mintz

Glen Mintz

Jan 2, 2025

As Managing Director, Portfolio Management, Glen specializes in managing equity portfolios. He utilizes long-term investment strategies that focus on bottom up analysis and a ‘growth at a reasonable price’ approach. Glen has over 30 years of experience in the finance...