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Join NewEdge Wealth as an Advisor
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.
As an invite-only platform, we are selective in the advisors we bring on board. If you are interested in exploring the opportunity to learn more about the independent space or our firm, please fill out the form below.
Let’s Talk
Jason Catlender
Principal, Business Development
NewEdge Wealth
jcatlender@newedgecg.com
Announcements from NewEdge Capital Group
Kyle Bass, Steven Einhorn Join NewEdge Wealth Investment Advisory Board
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 Adds Ben Emons to Investment Team Lineup
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 Named by Forbes to its Ranking of America’s Top RIA Firms
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.
NewEdge Wealth Announces New Office in Miami, Florida
NewEdge Wealth is pleased to announce that it has opened another office location in Southern Florida. The new location in Miami is the firm’s second office in the area and is home to a growing six-person team led by Patrick Dwyer.
NewEdge Capital Group Named To Barron’s 2022 Top 100 RIA Firms List
NewEdge Capital Group, LLC, announced today it has been named to the Barron’s Top 100 RIA Firms list. This 7th annual ranking of independent advisory companies is based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics.
NewEdge Wealth Expands Coast to Coast with Southern California Addition
NewEdge Wealth is pleased to announce that it has added yet another advisory team further extending its national footprint. The veteran three-person team, based out of Manhattan Beach, CA, is led by Muzaffar (Mark) Ahmed and Justin Reese, CFP®.
NewEdge Wealth Expands Business Development Team in Response to Advisor Demand
NewEdge Wealth has appointed Jason Catlender as Principal, Business Development. In his new role, Mr. Catlender will work with prospective ultra high net worth advisors and teams to assess whether joining NewEdge is the right move for them and their clients.
NewEdge Wealth Names Cameron Dawson as Chief Investment Officer
NewEdge Wealth Names Cameron Dawson as Chief Investment Officer – Dynamic thought leader boosts firm’s investment program to support family office and institutional clients
NewEdge Wealth Is Growing (Again)
The ultra high net worth wealth management firm further bolsters its ‘wealth’ of experience by welcoming eight new team members to its headquarters
NewEdge Wealth Names Robin Petty as Managing Director, Head of Wealth Strategy
Industry expert expands firm’s ability to support ultra high net worth clients and navigate the complexities of wealth...
NewEdge Wealth Appoints Karen Glassman as Managing Director
Highly experienced advisor joins NewEdge to support the firm’s investment management strategy for ultra high net worth...
NewEdge Wealth Adds Renowned Veteran Florida Based Advisor Team
The 11-person team further solidifies the national expansion and rapid growth of the wealth management firm focused on...
Robert J. McCann Joins NewEdge Capital Group as Co-Chairman
NewEdge Capital Group, LLC announced today that Robert J. McCann has joined the firm and will serve as an active Co-Chairman. With four decades of experience, Mr. McCann’s proven track record of executive leadership and delivering organic growth will propel NewEdge Capital Group’s mission of supporting successful advisors in the pursuit of the optimal client experience.
EdgeCo Holdings Announces Launch of NewEdge Capital Group
Launch of NewEdge Capital Group brings together EdgeCo Holdings’ wealth management companies under one brand name
NewEdge Wealth Adds Three New Team Members to Support Ongoing Growth and National Expansion
Frank Ackerman, Susan Kim, CFA® and Jason Fay join the rapidly growing wealth management firm that focuses on the...
NewEdge Wealth Adds Managing Director
Glen Mintz joins to support the firm’s portfolio management strategy for ultra-high-net-worth clients PITTSBURGH -...
$4.8 Billion Wirehouse Team Partners with EdgeCo Holdings to Launch NewEdge Wealth
Newly-formed RIA firm to expand EdgeCo’s wealth management footprint with a focus on serving ultra-high-net-worth, family office and institutional clients
EdgeCo Holdings Announces Agreement with Goss Advisors
EdgeCo Holdings, L.P. announced today it has entered into a definitive agreement with Goss Advisors, a leading New Orleans-based RIA supporting independent financial advisors nationwide. Goss will join EdgeCo’s wealth division, which includes the wealth management operations of Mid Atlantic Capital Group, Inc. (“Mid Atlantic”).