James Reese, Jr.

James Reese, Jr.

Jan 2, 2025

Prior to joining New Edge Wealth, Jim serviced as the Chief Financial Officer for Mid Atlantic Capital Group. In addition to Jim’s administrative responsibilities, he provided client support services in the areas of investment, tax, and estate planning for the firm’s...
Brad Lucas

Brad Lucas

Jan 2, 2025

As Associate, Alternative Investments, Brad conducts manager due diligence, focusing on private equity and venture capital asset classes. He also oversees internal and proprietary feeder fund reporting, maintains factsheets, manages data onboarding and administration...
Richard Hurt

Richard Hurt

Jan 1, 2025

As Vice President, Client Service, Rick focuses on providing in-depth client relationship support with emphasis on investment, financial and tax planning. He works closely with advisors and staff to continuously build and enhance service standards and office...
Nathan Freshwater, CFP®

Nathan Freshwater, CFP®

Jan 1, 2025

Nathan serves as Vice President, Portfolio Strategy at NewEdge Wealth. In his role, he focuses on comprehensive financial planning, investment and tax strategy development, and delivering exceptional client experience. Prior to joining NewEdge, he was an Advisor at...
Karen Chess

Karen Chess

Jan 1, 2025

Karen has over 30 years of experience in the financial services industry. As Vice President, Client Service, she focuses on the day-to-day operations of the firm and assists advisors with maintaining a high level of service and support for our clients in meeting their...