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...
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 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...
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...
As Chief Investment Officer, Cameron spearheads the development of NewEdge Wealth’s investment themes, strategies, and market views while collaborating with the firm’s advisors and clients. Before joining NewEdge Wealth, Cameron served as Chief Market Strategist at...
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