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...
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...
Olivia Michl

Olivia Michl

Jan 2, 2025

Olivia’s role as Vice President, Product Manager is dedicated to our efforts to continuously evolve the experience for our ultra high net worth clients. Prior to joining NewEdge Wealth, Olivia was a Reporting Manager at Orion Advisor Technology. With her vast...
Rick Hollmann, CFA®

Rick Hollmann, CFA®

Jan 1, 2025

As Managing Director and Head of Investment Solutions, Rick specializes in delivering research-based investment solutions to ultra-high-net-worth individuals. He designs, directs and implements end-to-end advisory processes and standards that enhance the overall...