Karen Glassman

Karen Glassman

Jan 1, 2025

Karen is a leader in the field of global affluent investing. She is a trusted member of the financial community and an esteemed advisor to prominent clients worldwide, including C-suite executives and their families. Beginning her career at Bear Stearns, Karen became...
Lauren Detering Friday, MT, CFP®

Lauren Detering Friday, MT, CFP®

Jan 1, 2025

Throughout her career, Lauren has delivered wealth strategy services to ultra high net worth clients. As a Managing Director, Wealth Strategy, Lauren designs solutions and strategies to help families navigate the complexities of multi-generational wealth. Lauren...
John Fox

John Fox

Jan 1, 2025

As Vice President, NewEdge Wealth Management, John helps drive critical business decisions by analyzing metrics, designing reports, and offering process improvements. John earned his Bachelor’s degree from the University of Virginia with a major in American Studies...
Jason Fay

Jason Fay

Jan 1, 2025

Jason is responsible for initiating relationships with clients by understanding their objectives and presenting solutions across the firm’s comprehensive capabilities in investment management, estate planning, and family office services. He has over 20 years of...
David Down

David Down

Jan 1, 2025

Mr. Down serves as an Executive Vice President and is the prior President of NewEdge Securities. From 1997 to 2018, he served as President and board member of Mid Atlantic Capital Group. He has been with the company since 1987. From 1997 to 2004, he served as the...