Conor Murphy

Conor Murphy

Jan 2, 2025

In his role, Conor supports operational processes for new advisor teams, maintains communications with fund managers and custodians, oversees alternative investment database reporting, and more. Prior to joining NewEdge, he was an Operations and Marketing Intern at...
Matt Mongon, CFA®, CFP®

Matt Mongon, CFA®, CFP®

Jan 2, 2025

Matt joined NewEdge Wealth in August 2024, bringing over two decades of experience advising wealthy families, nonprofit institutions, and corporate retirement plans to his role as Vice President, Portfolio Strategy. His deep experience across traditional and...
Kevin Miller

Kevin Miller

Jan 2, 2025

Kevin works closely with clients to develop and manage customized portfolios that incorporate a wide variety of investment solutions catered to meet their financial objectives. He works with a number of entrepreneurs, corporate executives, charitable foundations, and...
Kevin McIntyre

Kevin McIntyre

Jan 2, 2025

As Principal, Investment Solutions, Fixed Income, Kevin oversees municipal strategy and internal portfolio management across the NewEdge Investment Platform. He also serves as a tax-exempt strategist, working closely with advisors and clients to provide market...
Brad Lucas

Brad Lucas

Jan 2, 2025

As Associate, Alternative Investments, Brad conducts manager due diligence, focusing on private equity and venture capital asset classes. He also oversees internal and proprietary feeder fund reporting, maintains factsheets, manages data onboarding and administration...