Burton Hilton, CFP®

Burton Hilton, CFP®

Jan 1, 2025

Burt serves as Principal at NewEdge Wealth, where he leads risk management and hedging strategies for fund principals with concentrated equity positions and complex capital structures. As a CERTIFIED FINANCIAL PLANNER™ professional with a background in institutional...
Cathleen Hellman

Cathleen Hellman

Jan 1, 2025

As Transitions Manager, Cathleen plays a crucial role in onboarding and aiding in the integration of new advisor groups. Prior to joining NewEdge she helped develop a STEM-based children’s art company, and then owned and operated a window design franchise....
Ariel Harary

Ariel Harary

Jan 1, 2025

Ariel provides support in client relations, account administration and service. She is involved with all areas of our clients’ financial lives. With over 20 years of experience in the financial services industry, she held prior positions in client relations with her...
Paula Gruber

Paula Gruber

Jan 1, 2025

Paula provides support in all areas of client relations, account administration and service. She is intimately involved with all areas of our clients’ financial lives. With nearly 22 years of experience in the financial services industry, with prior positions at UBS...
Walter Granruth III

Walter Granruth III

Jan 1, 2025

Walter has the primary responsibility for maintaining relationships with our private equity clients and for managing capital market solutions for our clients. Before joining the group, Walter worked for several years in the Financial Sponsors Group of the UBS...