As Principal of New Edge Wealth, Jamie works closely with families to create bespoke investment plans to help protect and grow their wealth. With more than 30 years of experience helping clients meet their personal wealth goals, Jamie provides advice and solutions to...
As Associate, Client Technology Experience, Becca plays a key role in supporting advisors at NewEdge Wealth with their use of various platforms, including Orion. Before joining NewEdge, she served as an Onboarding Project Manager at Orion Advisor Technology. Becca...
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...
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...
As 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...
This website may use first and third-party cookies to better understand your preferences, optimize our website and services, enhance user experiences, personalize content and ads, and provide social media and other third-party features. For more information, see our Privacy Policy.AcceptRejectPrivacy policy
Recent Comments