As Co-Founder, John has been instrumental in shaping NewEdge Wealth into the leading wealth management firm that it is today. His dynamic leadership has been the cornerstone in establishing the firm’s distinguished Wealth Strategy division, which serves our most...
John was a Founder and Managing Partner of The Private Wealth Partners, which was acquired by EdgeCo Holdings to deliver the technology, investment solutions, private wealth management expertise and operational support for NewEdge Wealth. As the President of NewEdge...
As Analyst, Alternative Investments, Winston contributes to the development and execution of the alternative investment platform strategy. His role encompasses sourcing and conducting due diligence on new products, managing operational processes, and overseeing...
As Vice President, Investment Solutions, Alternatives, Maxwell is responsible for building and enhancing the alternatives platform, as well as sourcing and conducting due diligence on new products. His passion for research and solutions helps him identify...
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