Karen Glassman

Karen Glassman

Jan 1, 2025

Karen is a leader in the field of global affluent investing. She is a trusted member of the financial community and an esteemed advisor to prominent clients worldwide, including C-suite executives and their families. Beginning her career at Bear Stearns, Karen became...
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...