Aaron Zises, JD, AIF®

Aaron Zises, JD, AIF®

Jan 3, 2025

As a Principal at NewEdge Wealth, Aaron focuses on advising clients and their families on wealth strategy and investment management. Aaron has over 15 years of financial services experience, beginning his career as an attorney advising private fund managers at Schulte...
Doug Phillips

Doug Phillips

Jan 2, 2025

As Managing Director, Doug dedicates his time to providing investment and asset allocation advice for his clients. Specializing in advising ultra high net worth individuals, family offices, and institutions, Doug excels in constructing customized investment strategies...
Liz Laetsch

Liz Laetsch

Jan 1, 2025

Liz Laetsch is a Principal at NewEdge Wealth, where she advises ultra high net worth individuals and families on comprehensive wealth strategies, with a focus on pre-liquidity planning, portfolio construction, and asset allocation. Liz was recognized by Forbes as one...
Josh Gully

Josh Gully

Jan 1, 2025

Josh specializes in the wealth management needs of exceptionally accomplished entrepreneurs, private investors, family offices, and multi-generational families. He advises his clients on how to best meet their investment needs, philanthropic goals, and lifestyle...
Karen Glassman

Karen Glassman

Jan 1, 2025

Karen is a leader in the field of global affluent investing. She is a trusted member of the financial community and an esteemed advisor to prominent clients worldwide, including C-suite executives and their families. Beginning her career at Bear Stearns, Karen became...