Jeffrey Kobernick

Jeffrey Kobernick

Jan 2, 2025

Jeff is Co-Founder of NewEdge Wealth and also serves as Vice Chairman of NewEdge Capital Group. With over 30 years of experience in the financial services industry, he specializes in comprehensive asset management strategies with an emphasis on producing tailored...
Andrew Knight

Andrew Knight

Jan 2, 2025

Andrew delivers wealth strategy services to ultra-high net worth clients. As Associate, Wealth Strategy, Andrew works with the team to design solutions and strategies to help families navigate the complexities of multi-generational wealth. He also addresses all facets...
Susan Kim, CFA®

Susan Kim, CFA®

Jan 1, 2025

As Vice President, Wealth Advisor, Susan works closely with clients to create comprehensive and customized wealth plans. She has nearly 15 years of experience in investment banking and has previously held positions at UBS Financial Services, Inc., Lehman Brothers and...
Raegan Kaufman

Raegan Kaufman

Jan 1, 2025

Raegan joined our team in 2018 and has a background in business management. Her responsibilities include client service, event planning, and account administration. In addition, she partners with our private bank for capital call administration. Raegan graduated from...
Rick Hollmann, CFA®

Rick Hollmann, CFA®

Jan 1, 2025

As Managing Director and Head of Investment Solutions, Rick specializes in delivering research-based investment solutions to ultra-high-net-worth individuals. He designs, directs and implements end-to-end advisory processes and standards that enhance the overall...