Anthony Pirrone

Anthony Pirrone

Jan 2, 2025

As Analyst, Client Service, Anthony plays a pivotal role in enhancing client experiences through robust operational support and diligent reporting. With a solid foundation in sales garnered at Winters Bros, Anthony brings over three years of experience to his...
Robin Petty, JD

Robin Petty, JD

Jan 2, 2025

For over 30 years, Robin has delivered wealth strategy services to ultra high net worth clients. As Managing Director and Head of Wealth Strategy, Robin and her team design solutions and strategies to help families navigate the complexities of multi-generational...
Jay Peters, CFA®

Jay Peters, CFA®

Jan 2, 2025

As Managing Director, Investment Solutions, Equities, Jay oversees equity strategy and internal equity portfolio management across the NewEdge Investment Platform. In his role, Jay provides clients and advisors recommendations around strategic and tactical equity...
Francisco Perez

Francisco Perez

Jan 2, 2025

Frank focuses on client reporting, trading, asset allocation and account administration. Prior to NewEdge Wealth, Frank was a Wealth Strategy Associate at UBS and a Client Service Associate at Lehman Brothers. Frank started his career at U.S. Trust as a Client...
Kristen Nunes

Kristen Nunes

Jan 2, 2025

In her role as Associate, Client Service, Kristen maintains client relationships and assists with all ongoing operational and administrative support. Before joining NewEdge, she was an Associate Advisor and Wealth Manager at Pallas Capital Advisors, and prior to that,...