Benjamin Lope

Benjamin Lope

Jan 2, 2025

Ben joined the team in 2020, following his completion of the UBS Graduate Talent Program. Ben’s responsibilities include investment due diligence, portfolio review and analytics, and alternative investment research and account administration. Prior to joining NewEdge...
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...
Rick Hollmann, CFA®

Rick Hollmann, CFA®

Jan 1, 2025

As Managing Director and Head of Investment Solutions, Rick specializes in delivering research-based investment solutions to ultra-high-net-worth individuals. He designs, directs and implements end-to-end advisory processes and standards that enhance the overall...
Ana Gonzalez, CIMA®

Ana Gonzalez, CIMA®

Jan 1, 2025

Ana is a core member of the Investment Team at NewEdge Wealth, where she plays a key role in developing and managing customized portfolios tailored to meet clients’ needs. In her centralized position, Ana collaborates closely with NewEdge advisors to guide portfolio...
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...