Jonathan Bell

Jonathan Bell

Jan 1, 2025

As Analyst, Client Service, Jonathan plays a key role in supporting his team with various daily business activities. His responsibilities include assisting with client meetings, financial planning, client services, and investment strategy development. Before joining...
Louis Bell, CIMA®

Louis Bell, CIMA®

Jan 1, 2025

Louis has been in the financial industry for 30 years and has extensive experience servicing ultra high net worth clients and their families. As Louis likes to say, “You can’t fake caring. Either you care or you don’t.” Louis prides himself on practicing what he...
Thomas Ames, CAP®

Thomas Ames, CAP®

Jan 1, 2025

Thomas serves as Vice President, Wealth Advisor at NewEdge Wealth, where he partners with fund principals and their families to grow, preserve, and align their wealth with what matters most. As a Chartered Advisor in Philanthropy®, he specializes in integrating...
Frank Ackerman

Frank Ackerman

Jan 1, 2025

As Managing Director, Frank advises ultra-high-net-worth individuals, alternative investment managers, family offices, and institutions with fixed income and equity investment strategies. He also works closely with trust and estate, tax and corporate attorneys to help...