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...
Andrew Kaskel

Andrew Kaskel

Jan 1, 2025

Andrew serves as Principal at NewEdge Wealth, where he draws on three decades of institutional investment and corporate banking experience to help fund principals access solutions typically reserved for the largest institutional clients. His extensive network and deep...
Jared Kaplan

Jared Kaplan

Jan 1, 2025

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

Paul Izlar

Jan 1, 2025

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®

Richard Ina, AAMS®

Jan 1, 2025

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...