Nicole Davis

Nicole Davis

Jan 1, 2025

As Managing Director, Chief Compliance Officer, and Associate General Counsel, Nicole assists in identifying areas of regulatory risk, oversees Investment Management Platform and Advisory Programs, aids with the design and testing of the firm’s policies and...
Ryan Cholnoky, CFP®, CRPC®, AWMA®

Ryan Cholnoky, CFP®, CRPC®, AWMA®

Jan 1, 2025

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,...
Alan Chidsey

Alan Chidsey

Jan 1, 2025

Alan Chidsey brings a wealth of knowledge and over 25 years of experience to his role as Vice President, Investment Solutions, Trading. His daily responsibilities revolve around receiving trading instructions from managers and meticulously generating trade files for...
Jack Chandler

Jack Chandler

Jan 1, 2025

As Analyst, Client Service at NewEdge Wealth, Jack plays a key role in assisting advisors with reporting and building client decks. His analytical skills and attention to detail help ensure clients receive comprehensive and insightful financial reporting. Jack earned...
Eric Chan

Eric Chan

Jan 1, 2025

As Vice President, Client Service, Eric focuses on providing seamless client onboarding processes, maintaining client relationships, overseeing money movements, and other day-to-day operational needs. He brings over 10 years of experience to his role. Prior to joining...