Cathleen Hellman

Cathleen Hellman

As Transitions Manager, Cathleen plays a crucial role in onboarding and aiding in the integration of new advisor groups. Prior to joining NewEdge she helped develop a STEM-based children’s art company, and then owned and operated a window design franchise....
Gilles Gouraige

Gilles Gouraige

Gilles supports the Banking & Lending team in analyzing diverse market opportunities to deliver tailored solutions for clients with Banking & Lending needs. Prior to joining NewEdge, he worked as an Internal Business Consultant at John Hancock Investment...
Gordon Fischer

Gordon Fischer

In his role, Gordon is responsible for analyzing and evaluating insurance policies, programs, and data and providing recommendations to advisors and management. Prior to joining NewEdge, he was a Financial Services Representative at New York Life Insurance Company....
Patrick Dillon

Patrick Dillon

As Vice President of the Compliance team at NewEdge Wealth, Pat assists in identifying areas of regulatory risk, overseeing Investment Management Platform and Advisory Programs, handling the OSJ role for the Stamford New Edge Securities office, and aiding with the...
Cameron Dawson, CFA®

Cameron Dawson, CFA®

As Chief Investment Officer, Cameron spearheads the development of NewEdge Wealth’s investment themes, strategies, and market views while collaborating with the firm’s advisors and clients. Before joining NewEdge Wealth, Cameron served as Chief Market Strategist at...