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At NewEdge Wealth, we understand the difficulties advisors face at larger Wall Street firms. NewEdge Wealth was created to break away from that thinking and help advisors keep pace with their complex clients’ changing needs and demands. Our advisors leverage our intellectual capital, technology, and capabilities in an effort to create better outcomes for their clients.
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Announcements from NewEdge Capital Group
NewEdge Capital Group Connects its Advisors and Wealth Divisions with New Program Supporting UHNW Clients
NewEdge Capital Group has launched a new program to address the challenges advisors can face when servicing ultra high net worth clients.
NewEdge Capital Group announced that it has ranked No. 14 on the Forbes/Shook Research America’s Top RIA Firms list. This is the second year the firm was listed and the second year of eligibility.
Experienced wealth manager, Michael Kramer, joins the NewEdge Wealth team from First Republic Investment Management.
Our hope is that we can foster unity among global citizens, working together to build a world where every individual, regardless of their race, religion or ethnic heritage, can coexist peacefully, free from the fear of violence.
NewEdge Wealth recently announced that former Wells Fargo advisor Dale Schroeder has joined its San Francisco office, which opened in June.
NewEdge Capital Group has ranked No. 13 on Barron’s Top 100 RIAs Firms list, a 16 spot jump in its second year of eligibility.
NewEdge Capital Group announced that the firm and leadership have been recognized for excellence at the annual Wealthies Awards.
NewEdge Wealth Launches Ultra High Net Worth Investment Platform for Financial Professionals and Institutions
Financial professionals and institutions can now access innovative strategies previously available on an exclusive basis to NewEdge Wealth clients.
NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors nationwide, announced today that the firm is on pace to exceed last year’s record recruitment and asset growth numbers.
NewEdge Wealth Adds to Growing Miami Office With Former Wellington Management Equity Portfolio Manager
NewEdge Wealth is pleased to announce that Gregory Pool has joined its growing Miami office. In June, the firm announced the opening of a San Francisco and Nashville-area office. NewEdge Wealth now has eight offices in addition to its headquarters in Stamford, Connecticut.
NewEdge Wealth announced today it opened its San Francisco office with former First Republic wealth manager John Froley, CFP® as its first advisor.
NewEdge Capital Group Leaders and Firms Named Finalists in Several WealthManagement.com Industry Awards Categories
NewEdge Capital Group announced today that its leaders and firms have been named finalists in four categories of WealthManagement.com’s industry awards.
NewEdge Wealth announced that Richard Ina has joined the firm from UBS and will establish a Nashville-area office. His previous two associates, Alison Ina and Paige Muirhead, will also join NewEdge Wealth.
NewEdge Wealth, is pleased to announce the appointment of Josh Gully as a Managing Director. In his new role, Mr. Gully is responsible for fostering client relationships and expanding the firm’s assets under management.
NewEdge Wealth is pleased to welcome Aaron Zises as Principal. As the newest member of the NewEdge Wealth team, Mr. Zises will continue to work with ultra high net worth individuals and families on identifying innovate ways to manage the complex demands of their wealth.
NewEdge Capital Group announced today that the firm reported record 2022 growth in client assets and advisor teams. The firm is headquartered in Pittsburgh and oversees $32 billion in total client assets.
NewEdge Wealth is pleased to welcome Hunter Gehring as Principal. In his new role, Mr. Gehring is responsible for advancing the firm’s assets under management and cultivating relationships with ultra high net worth clients. Mr. Gehring and his team are based out of Bentonville, Arkansas.
NewEdge Wealth announces that Steven Einhorn, Retired Vice Chairman of Omega Advisors, and Kyle Bass, Co-Founder and CEO of Conservation Equity Management and Founder and Chief Investment Officer of Hayman Capital Management, have joined the firm’s Investment Advisory Board.
NewEdge Wealth is pleased to announce that it has hired Ben Emons as Principal, Senior Portfolio Strategist. Mr. Emons joins the firm’s ever-growing investment team serving alongside Rob Sechan, CEO, Cameron Dawson, Chief Investment Officer and Bill Englis, Head of Research.
NewEdge Capital Group, LLC, announced today it has been named by Forbes to its ranking of America’s Top RIA Firms. This inaugural ranking of independent advisory companies is based on assets under management by the firms, revenue trends, compliance records, industry experience and other metrics.