Burt serves as Principal at NewEdge Wealth, where he leads risk management and hedging strategies for fund principals with concentrated equity positions and complex capital structures. As a CERTIFIED FINANCIAL PLANNER™ professional with a background in institutional...
Liz Laetsch is a Principal at NewEdge Wealth, where she advises ultra high net worth individuals and families on comprehensive wealth strategies, with a focus on pre-liquidity planning, portfolio construction, and asset allocation. Liz was recognized by Forbes as one...
Josh specializes in the wealth management needs of exceptionally accomplished entrepreneurs, private investors, family offices, and multi-generational families. He advises his clients on how to best meet their investment needs, philanthropic goals, and lifestyle...
Walter has the primary responsibility for maintaining relationships with our private equity clients and for managing capital market solutions for our clients. Before joining the group, Walter worked for several years in the Financial Sponsors Group of the UBS...
For nearly three decades, Ghislain has worked with ultra high net worth families and entrepreneurs to help them meet their investment needs, philanthropic goals, and lifestyle objectives. With thorough and strategic planning, Ghislain specializes in assisting...
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