Anneke H. Niemira, JD, LLM

Anneke H. Niemira, JD, LLM

Jan 2, 2025

As a Wealth Strategist, Anneke helps clients design solutions and strategies, guiding families through the complexities of multi-generational wealth. Anneke is a tax and estate planning attorney by training, though she is not actively practicing. This includes...
Brian Nick

Brian Nick

Jan 2, 2025

As Managing Director and Head of Portfolio Strategy, Brian develops and manages customized portfolios for NewEdge Wealth clients, conducts due diligence and portfolio reviews, and publishes market and asset allocation research. He has over twenty years of experience...
Alessandra Mutone

Alessandra Mutone

Jan 2, 2025

As Vice President, Client Service, Ali focuses on client relations, operations, and furthering the development of the client service team. She has over 15 years of experience in the financial services industry. Prior to joining NewEdge Wealth, Ali worked for Merrill...
Kevin Miller

Kevin Miller

Jan 2, 2025

Kevin works closely with clients to develop and manage customized portfolios that incorporate a wide variety of investment solutions catered to meet their financial objectives. He works with a number of entrepreneurs, corporate executives, charitable foundations, and...
Olivia Michl

Olivia Michl

Jan 2, 2025

Olivia’s role as Vice President, Product Manager is dedicated to our efforts to continuously evolve the experience for our ultra high net worth clients. Prior to joining NewEdge Wealth, Olivia was a Reporting Manager at Orion Advisor Technology. With her vast...