Kevin Miller
Kevin works closely with clients to develop and manage customized portfolios that incorporate a wide variety of investment solutions catered to meet their financial objectives. He works with a number of entrepreneurs, corporate executives, charitable foundations, and...
Patrick McGlothin
Patrick is a seasoned wealth management leader and Managing Director with NewEdge Wealth, where he advises affluent families and institutional clients nationwide on comprehensive financial strategies, including asset allocation, portfolio construction, cash flow...
Michael McCarthy
As Principal, Michael works closely with ultra high net worth families to help them create holistic financial planning strategies. Prior to joining NewEdge, he was a Senior Vice President of Wealth Management at Pallas Capital Advisors, and started his financial...

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