Nathan Emrick

Nathan Emrick

Jan 1, 2025

Nathan is a key member of the Lehigh Valley team at NewEdge, where he plays a crucial role in investment research, portfolio updates, and overseeing client portfolio monitoring. He is also actively involved in client service, ensuring seamless communication, assisting...
Michaelangelo Dooley, CFP®

Michaelangelo Dooley, CFP®

Jan 1, 2025

Michaelangelo leverages his nearly 15 years of investment experience across Portfolio Analyst, Financial Advisor and Portfolio Manager roles to lead the Structured Notes team and manage the Structured Note Income Portfolio (“SNIP”) and Structured Note Advisory...
Cameron Dawson, CFA®

Cameron Dawson, CFA®

Jan 1, 2025

As Chief Investment Officer, Cameron spearheads the development of NewEdge Wealth’s investment themes, strategies, and market views while collaborating with the firm’s advisors and clients. Before joining NewEdge Wealth, Cameron served as Chief Market Strategist at...
Alan Chidsey

Alan Chidsey

Jan 1, 2025

Alan Chidsey brings a wealth of knowledge and over 25 years of experience to his role as Vice President, Investment Solutions, Trading. His daily responsibilities revolve around receiving trading instructions from managers and meticulously generating trade files for...
Austin Capasso

Austin Capasso

Jan 1, 2025

As Associate, Portfolio Strategy, Austin is responsible for providing support across various aspects of the investment team, which includes delivering research-based investment solutions to clients and assisting in the design and implementation of end-to-end advisory...