Jason is responsible for initiating relationships with clients by understanding their objectives and presenting solutions across the firm’s comprehensive capabilities in investment management, estate planning, and family office services. He has over 20 years of...
Mr. Down serves as an Executive Vice President and is the prior President of NewEdge Securities. From 1997 to 2018, he served as President and board member of Mid Atlantic Capital Group. He has been with the company since 1987. From 1997 to 2004, he served as the...
As Vice President, Ryan advises multi-generational families, specializing with private equity professionals, corporate executives, and entrepreneurs of both early and late-stage companies. Ryan works with clients to understand their overall financial landscape,...
In his sixth decade advising clients, Steve has a steady and practiced hand that can only be earned over time. As he likes to say, “You get hit by the bus you don’t see,” and understanding that has enabled Steve to navigate clients through various market cycles. Steve...
Louis has been in the financial industry for nearly 30 years and has extensive experience servicing ultra high net worth clients and their families. As Louis likes to say, “You can’t fake caring. Either you care or you don’t.” Louis prides himself on practicing what...
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