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...
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...
Nicole Davis

Nicole Davis

Jan 1, 2025

As Managing Director, Chief Compliance Officer, and Associate General Counsel, Nicole assists in identifying areas of regulatory risk, oversees Investment Management Platform and Advisory Programs, aids with the design and testing of the firm’s policies and...
Danielle Brown

Danielle Brown

Jan 1, 2025

Danielle began her investment career at Morgan Stanley in 1998 and joined NewEdge in 2020. Since then, she has been instrumental in expanding the firm from 12 members to over 100 employees. Danielle handles daily operations and oversees the onboarding process of new...
Chris Broussard

Chris Broussard

Jan 1, 2025

As the Chief Marketing Officer for EdgeCo Holdings, Chris leads all the marketing efforts across EdgeCo, including NewEdge Wealth. He has been involved in financial services marketing and publishing for almost 25 years – having held senior-level positions with...