Jay Peters, CFA®
As Managing Director, Investment Solutions, Equities, Jay oversees equity strategy and internal equity portfolio management across the NewEdge Investment Platform. In his role, Jay provides clients and advisors recommendations around strategic and tactical equity... Khush Patel
As a member of the Investment Team, Khush plays an active role in supporting portfolio construction and delivering thoughtful investment solutions tailored to clients’ objectives. In his role, he collaborates with advisors across the firm on asset allocation... Brian Nick
As Managing Director and Head of Portfolio Strategy, Brian develops and manages customized portfolios for NewEdge Wealth clients, conducts due diligence and portfolio reviews, and publishes market and asset allocation research. He has over twenty years of experience...
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