Marc Levitt, CIMA®

Marc Levitt, CIMA®

Jan 2, 2025

Marc has worked with ultra high net worth families, business owners and nonprofits for nearly 30 years on every aspect of their financial world. As he likes to say, “We don’t offer something for everyone, but we do offer a whole lot to a select few.” Marc understands...
Robert James Lee

Robert James Lee

Jan 2, 2025

Robert has been in the financial services industry for over 20 years. As Vice President and Wealth Advisor, he focuses on financial planning, asset management, delivering an exceptional client experience and leading the team’s daily operations. Robert comes from a...
Michael Kramer

Michael Kramer

Jan 2, 2025

As Partner, Michael advises ultra high net worth individuals, alternative investment managers, family offices, and institutions with fixed income and equity investment strategies. Before joining NewEdge, Michael was a Managing Director and Wealth Manager with First...
Connor Kirdzik

Connor Kirdzik

Jan 1, 2025

As Vice President, Wealth Advisor, Connor supports ultra high net worth clients in helping them reach their financial goals. He has nearly ten years of industry experience with a prior position at Bank of America as a Senior Portfolio Management Associate.  Connor...
Susan Kim, CFA®

Susan Kim, CFA®

Jan 1, 2025

As Vice President, Wealth Advisor, Susan works closely with clients to create comprehensive and customized wealth plans. She has nearly 15 years of experience in investment banking and has previously held positions at UBS Financial Services, Inc., Lehman Brothers and...