In her role as Associate, Client Service, Victoria plays an essential role in providing administrative and operational support. Before joining NewEdge, she was a Project Manager at AWS and an Analyst at Edmond de Rothschild, where she delved into the intricacies of...
Raegan joined our team in 2018 and has a background in business management. Her responsibilities include client service, event planning, and account administration. In addition, she partners with our private bank for capital call administration. Raegan graduated from...
As Vice President, Client Service, Ariel provides support in all areas of client relations, account administration and service. Prior to joining NewEdge Wealth, she was a Senior Wealth Strategy Associate at UBS Financial for 18 years. She earned her Bachelor of Arts...
Paula provides support in all areas of client relations, account administration and service. She is intimately involved with all areas of our clients’ financial lives. With nearly 22 years of experience in the financial services industry, with prior positions at UBS...
As Vice President, NewEdge Wealth Management, John helps drive critical business decisions by analyzing metrics, designing reports, and offering process improvements. John earned his Bachelor’s degree from the University of Virginia with a major in American Studies...
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