As Associate, Portfolio Strategy, Austin is responsible for providing support across various aspects of the investment team, which includes delivering research-based investment solutions to clients and assisting in the design and implementation of end-to-end advisory...
As Vice President, Compliance, Leslie assists with the management of NewEdge Wealth’s compliance program. Leslie brings over 10 years of experience to her position. Before joining NewEdge Wealth, she worked at companies like State Street Global Advisors, Blackstone,...
As Executive Assistant, Madeline provides administrative support to the CEO, President, and other founding partners. She also handles operational tasks and internal communications. Before joining NewEdge, Madeline was a Social Media Manager at Daps Beverage Co....
Danielle began her investment career at Morgan Stanley in 1998 and joined NewEdge in 2020. Since then, she has been instrumental in expanding the firm from 12 members to over 100 employees. Danielle handles daily operations and oversees the onboarding process of new...
As Marketing Coordinator, Tamar supports the marketing team with the planning and execution of internal and external marketing campaigns, business development support, and strategic initiatives across NewEdge. Prior to joining NewEdge Wealth, she was a Marketing...
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