As Associate, Client Service, Emily excels in managing all aspects of CRM system setup and asset transfers. She diligently monitors and researches daily money movement activities in and out of client accounts. Elinor partners closely with wealth advisors to address...
As Vice President, Investment Solutions, Alternatives, Chloe leads the firm’s alternative investment platform strategy, operations, and communications. She has over 16 years of industry experience with prior positions at UBS Financial Services, in Private Wealth...
As Managing Director, Gregory advises ultra high net worth individuals, alternative investment managers, family offices, and institutions with fixed income and equity investment strategies. He is also a member of our Investment Committee. Prior to joining NewEdge,...
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