Jamie Wolff, CDFA®

Jamie Wolff, CDFA®

Jan 3, 2025

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...
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...
Dana Sypniewski

Dana Sypniewski

Jan 2, 2025

Dana serves as Vice President, Client Service at NewEdge Wealth, where she leverages more than a decade of experience advising high-net-worth individuals and families within sophisticated wealth management platforms. She partners closely with advisors and clients to...