As Vice President, Wealth Advisor, Connor supports ultra high net worth clients in helping them reach their financial goals. He has nearly ten years of industry experience with a prior position at Bank of America as a Senior Portfolio Management Associate. Connor...
As Associate, Wealth Strategy at NewEdge Wealth, Elinor provides comprehensive wealth strategy services to ultra high net worth clients, collaborating with her team to create tailored solutions for families navigating the complexities of multi-generational wealth....
As Managing Director, Patrick is responsible for driving growth at NewEdge Wealth. Prior to joining NewEdge Wealth, Patrick served as a Managing Director at Silicon Valley Bank and a Private Wealth Advisor at Merrill Lynch Private Bank. He has earned numerous...
As Vice President, Wealth Advisor, Andrew supports ultra high net worth clients and their families reach their financial goals. Andrew began his career in alternatives, working for Focus Investment Group, a global multi-strategy fund of hedge funds out of New York...
Elias is responsible for the account opening process. He also oversees daily activities, including directing and coordinating actions with custodians to open and fund accounts. Prior to joining NewEdge Wealth, Elias was a Senior Wealth Account Specialist and Assistant...
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