Hunter Gehring

Hunter Gehring

Jan 1, 2025

As Partner, Hunter focuses on advising ultra high net worth individuals, families, and institutions with advanced wealth strategies. When curating investment portfolios, Hunter knows that fees matter and are a key source of predictable alpha. His team follows a...
John Froley, CFP®

John Froley, CFP®

Jan 1, 2025

San Francisco, CA   As Principal at NewEdge Wealth, John responsibly guides individuals, families, and business owners to seek to create, grow, and preserve personal values, tangible assets, and invaluable resources for generations to come. For over two decades,...
Nathan Freshwater, CFP®

Nathan Freshwater, CFP®

Jan 1, 2025

Nathan serves as Vice President, Portfolio Strategy at NewEdge Wealth. In his role, he focuses on comprehensive financial planning, investment and tax strategy development, and delivering exceptional client experience. Prior to joining NewEdge, he was an Advisor at...
Jason Fay

Jason Fay

Jan 1, 2025

Jason is responsible for initiating relationships with clients by understanding their objectives and presenting solutions across the firm’s comprehensive capabilities in investment management, estate planning, and family office services. He has over 20 years of...
Paul Emrick, CFP®, CIMA®, CEPA®

Paul Emrick, CFP®, CIMA®, CEPA®

Jan 1, 2025

With over 25 years of experience, Paul has dedicated his career to helping clients achieve their financial goals. As Partner, he provides comprehensive investment consulting and wealth advisory services to affluent individuals, particularly business owners and their...