Tate Wingate

Tate Wingate

Jan 3, 2025

Tate serves as Principal, Regional Director, Business Development, where he brings nearly three decades of experience in the industry. In this role, he works with prospective ultra-high net worth advisors and teams to assess whether joining NewEdge is the right move...
Erica Weiser

Erica Weiser

Jan 3, 2025

Erica brings over 25 years of experience to her role, where she assists with business development initiatives, including the Partner Referral program. Prior to joining NewEdge, she served as Regional Vice President at Mercer Advisors and has held senior roles for...
Kipp Visi

Kipp Visi

Jan 2, 2025

As Vice President of Banking & Lending, Kipp is responsible for leading and enhancing our lending platform and banking products for our UHNW clients. In his role, Kipp coordinates and advises clients and prospects on individual loans and options, assists in...
Carlos Villa

Carlos Villa

Jan 2, 2025

As Senior Desktop Support Specialist, Carlos provides hardware, software, peripherals, and networking support for NewEdge Wealth. He helps maintain IT infrastructure, such as desktop, email, and telecom systems, while ensuring alignment with industry standards and...
David Symecko

David Symecko

Jan 2, 2025

As Managing Director – Business Development, David’s role includes managing the NewEdge Advisors sales team, expanding the sales funnel, and creating brand awareness in the advisor community. David has over 20 years of experience in the finance industry. Prior to...