Jared Kaplan
Jared has worked with ultra high net worth families and institutions for over twenty years. He specializes in building customized investment strategies to help clients achieve their financial and operational goals. Jared’s areas of technical expertise include analysis...
Paul Izlar
As Managing Director at NewEdge Wealth, Paul focuses on delivering investment management strategies for private clients and institutions. He is highly attentive to simplifying processes, educating, and seeking to remove unnecessary complexity. Paul’s career in wealth...
Richard Ina, AAMS®
Nashville, TN As Partner, Richard offers over three decades of financial services experience and focuses on wealth planning and money management for executives, business owners and entrepreneurs, and high net worth individuals of all backgrounds. Richard...
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