As Associate, Wealth Advisor, Jordan supports ultra high net worth clients and their families with reaching their financial goals. Jordan assists clients with a variety of services including asset allocation, portfolio construction, and wealth strategy, with a special...
Rob is an experienced financial expert and entrepreneur, currently serving as the CEO, Managing Partner, and Co-Founder of NewEdge Wealth and Co-Managing Partner of NewEdge Capital Group. With over two decades of experience in the financial industry, he has...
Blanca is the most senior associate on our team and is responsible for all aspects of client service, operations and account administration. She began her investment career in 1983 with Morgan Stanley and joined Jeff Kobernick as an associate in 1994 while at Morgan...
As Vice President, Client Service, Francine provides support in all areas of client relations, account administration and service. With over 35 years of experience in the financial services industry, Francine has held prior positions at UBS Financial Services and J.P....
As an Associate, Josh generates reports and analyzes data to help create more efficient processes. He also assists in important business decisions, supports our financial advisors and provides concierge service to our ultra high net worth clients. Prior to joining...
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