Jimmy Patrick

Jimmy Patrick

Jan 2, 2025

As Managing Director at NewEdge Wealth, Jimmy works closely with private and institutional clients to address their unique investment and financial planning needs. With over 20 years of experience, he focuses on building enduring relationships and delivering...
Brendan Keelan, CFA®

Brendan Keelan, CFA®

Jan 1, 2025

As Principal, Investment Solutions, Fixed Income, Brendan designs and builds custom portfolios suited to his clients’ individual needs. With a background in engineering, he enjoys applying problem-solving skills to the investment industry, combining the dynamic nature...
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...
William deButts, CIMA®

William deButts, CIMA®

Jan 1, 2025

As Managing Director at NewEdge Wealth, William brings extensive experience in structuring comprehensive investment and wealth management strategies for ultra high net worth families, private clients, and foundations. With a strong background in working with family...