Jason Fay

Jason Fay

Jan 1, 2025

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...
David Down

David Down

Jan 1, 2025

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...
Patrick Dillon

Patrick Dillon

Jan 1, 2025

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...
Damien DePeter

Damien DePeter

Jan 1, 2025

Damien serves as Principal for NewEdge Wealth, where he brings over 20 years of experience working with ultra high net worth individuals, families, and organizations to build comprehensive financial plans. Before joining NewEdge, he served as Senior Vice President,...
Cameron Dawson, CFA®

Cameron Dawson, CFA®

Jan 1, 2025

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...