Marc Levitt, CIMA®
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 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
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...
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