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...
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...
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