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...
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...
Michael McCarthy

Michael McCarthy

Jan 2, 2025

As Principal, Michael works closely with ultra high net worth families to help them create holistic financial planning strategies. Prior to joining NewEdge, he was a Senior Vice President of Wealth Management at Pallas Capital Advisors, and started his financial...
Matthew Lynch

Matthew Lynch

Jan 2, 2025

In his role, Matthew plays a pivotal role in facilitating various aspects of client relationships, including assisting with the client onboarding process, maintaining accurate systems and schedules, collecting documentation, and more. Prior to joining NewEdge, he was...