Victoria Medvene

Victoria Medvene

Jan 2, 2025

In her role as Associate, Client Service, Victoria plays an essential role in providing administrative and operational support. Before joining NewEdge, she was a Project Manager at AWS and an Analyst at Edmond de Rothschild, where she delved into the intricacies of...
Kevin McIntyre

Kevin McIntyre

Jan 2, 2025

As Principal, Investment Solutions, Fixed Income, Kevin oversees municipal strategy and internal portfolio management across the NewEdge Investment Platform. He also serves as a tax-exempt strategist, working closely with advisors and clients to provide market...
Benjamin Lope

Benjamin Lope

Jan 2, 2025

Ben joined the team in 2020, following his completion of the UBS Graduate Talent Program. Ben’s responsibilities include investment due diligence, portfolio review and analytics, and alternative investment research and account administration. Prior to joining NewEdge...
Marc Levitt, CIMA®

Marc Levitt, CIMA®

Jan 2, 2025

Marc has worked with ultra high net worth families, business owners and nonprofits for nearly 30 years on every aspect of their financial world. As he likes to say, “We don’t offer something for everyone, but we do offer a whole lot to a select few.” Marc understands...
Michael Kramer

Michael Kramer

Jan 2, 2025

As Managing Director, Michael advises ultra high net worth individuals, alternative investment managers, family offices, and institutions with fixed income and equity investment strategies. Before joining NewEdge, Michael was a Managing Director and Wealth Manager...