Find Your Edge

NewEdge Capital Group announced that the firm and leadership have been recognized for excellence at the annual Wealthies Awards.

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 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 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 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 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 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 – Dynamic thought leader boosts firm’s investment program to support family office and institutional clients

The ultra high net worth wealth management firm further bolsters its ‘wealth’ of experience by welcoming eight new team members to its headquarters