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...
Andrew Kaskel

Andrew Kaskel

Jan 1, 2025

Andrew serves as Principal at NewEdge Wealth, where he draws on three decades of institutional investment and corporate banking experience to help fund principals access solutions typically reserved for the largest institutional clients. His extensive network and deep...
James Jesse

James Jesse

Jan 1, 2025

As Chief Executive Officer of NewEdge Capital Group, James leads the firm’s continued expansion and innovation. Under his leadership, NewEdge is forging the path toward becoming the most exclusive wealth management firm in the world, serving elite advisors and...
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...