At NewEdge Wealth, we take pride in both the breadth of our investment resources and our differentiated thinking when it comes to investing for our clients. NewEdge Investment Solutions (“NEIS”) was born with these concepts in mind.

Our Solutions

At our core, we are not a traditional investment manager, but rather a provider of unique, purpose-built solutions that are driven by the needs of our clients and are designed to increase the probability of long-term success. To think differently requires a multi-faceted approach, one that embraces innovative technology, capitalizes on structural market inefficiencies, and seeks to mitigate the detrimental impacts of fees and taxes on long-term asset growth.

 

Our Approach

With a data driven approach, NEIS seeks to marry the structural advantages of passive investing, with the alpha and risk-mitigating advantages of active management by leveraging quantitative, fundamental, and technical inputs. As our results have illustrated, NewEdge Investment Solutions performs across a wide range of market environments, allowing our clients to remain invested through cycles, while harnessing the value created from reduced drawdowns and the compounding of returns, a key driver of long-term investing success.

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NEIS is a premier and proprietary investment resource for our advisors and clients, led by an experienced portfolio management team, with solutions offered through a transparent, technology driven platform positioned to help client seek to meet their long-term goals.

Assets Under Management

Chartered Financial Analysts

Years Average PM Experience

Portfolio Management Team

Our Portfolio is Our People

Chief Investment Officer

 

Cameron Dawson, CFA®
Chief Investment Officer
Macro / Equities

Platform Solutions

 

Rick Hollmann, CFA®
Managing Director, Head of Advisory Solutions
Investment Solutions

Portfolio Managers

 

Brian Nick
Managing Director,
Head of Portfolio Strategy
Multi Asset / Fixed Income

 

Jay Peters
Jay Peters, CFA®
Managing Director,
Investment Solutions
Equities
 

Michaelangelo Dooley Principal NewEdge Wealth
Michaelangelo Dooley, CFP®
Principal,
Portfolio Manager
Structured Notes

 

Brendan Keelan, CFA®
Principal,
Investment Solutions
Fixed Income
 

Kevin McIntyre
Principal,
Portfolio Manager
Fixed Income

Trading

 

Alan Chidsey
Vice President
 

Robert Palmer
Fixed Income Trader

Portfolio Strategists & Analysts

 

Ana Gonzalez Associate, Wealth Strategy NewEdge Wealth
Ana Gonzalez, CIMA®
Vice President

 

Ben Lope
Benjamin Lope
Vice President

 

Austin Capasso Associate, Investment Solutions NewEdge Wealth
Austin Capasso
Associate

 

Khush Patel
Associate

 

Matthew Vinsko
Associate

 

Colton Neighbors
Analyst

Alternatives

 

Chloe Reed, NewEdge Wealth
Chloe Reed
Principal

 

Samuel Hodge
Vice President

 

Brad Lucas
Associate

 

Winston Stock
Associate

 

Conor Murphy Circle 190x190
Conor Murphy
Analyst

Our Strategies

At our core, we are not a traditional investment manager, but rather a provider of unique, purpose-built solutions that are driven by the needs of our clients and are designed to increase the probability of long-term success. To think diffferently requires a multi-faceted approach, one that includes:

 

Equity Strategies

Core Equity

U.S. Quality Growth

U.S. Quality Dividend

International Quality (DM & EM)

U.S. Small & Mid Cap Quality

Fixed Income Strategies

Taxable

Flexible Core (Core IG)

Dynamic Credit (IG & HY)

Enhanced Cash

Tax Exempt

Intermediate Municipal Portfolio

Custom Solutions

Volatility &
Option Strategies

Structured Note Strategies

Structured Note Advisory Portfolio (SNAP)

Structured Note Income Portfolio (SNIP)

Additional Options Strategies

Existing Portfolio

Single Stock

Exch. Fund Replication

Direct Indexing

Multi Asset Portfolios

CIO Portfolios

Available in 6 risk profiles from conservative to all equity (taxable & taxexempt investors)

Single managed account

Strategic & tactical allocation by the NewEdge Investment Team

Market Insights

Parabol/Parabola

For example, we’re pretty sure that Maynard James Keenan did not write the two-part “Parabol/Parabola” with the equity and bond markets in mind, but that does not mean that we, as equity and bond market participants, can’t find meaning and message in the song, mostly as some markets, like yields, “went parabolic” this week.

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Sugar, We’re (No Longer) Goin Down

One of the most popular assertions amongst fixed income strategists and investors today is that the recent jump in yields is not a concern because it is merely a return to “normal” levels that were experienced in the 2000s, prior to the Great Financial Crisis (GFC). 

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We Will Always Love Her

Introduction: Mourning a Legend “Storms make trees take deeper roots.” The world lost an icon this week when Dolly Parton passed away far too soon at the age of 80. Depending on what generation you belong to, you may know Dolly best for her talent, her wit, her...

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Why, Of Course You Can!

Another Roaring 20s for U.S. Consumers “Can’t repeat the past? Why, of course you can!” Through years of lockdowns, re-openings, inflation and policy uncertainty, consumers have done unfathomably well at supporting the U.S. economy in the 2020s. We are now well...

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Weekly Edge 8.7 Featured Image

So Far So Fake

These days I think are so strange No cuts, no trust Name no names “So Far So Fake”, Pierce The Veil   Given the title of this piece, using Pierce the Veil’s 2023 banger “So Far So Fake," let’s be clear from the start: we are not calling all of the remarkable...

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2026: A Rate Odyssey

Introduction: A Strange Trip for Rates So Far in 2026 "I am completely operational, and all my circuits are functioning perfectly." Year-ahead consensus predictions rarely get things perfectly right, but it’s fair to say that despite looking very promising for the...

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Weekly Edge Featured Template 7.24.26

What It Is to Burn (Cash)

  Like a bad star, I’m falling faster down to her She’s the only one who knows what it is to burn “What It Is to Burn”, Finch   In a podcast recording on Thursday, we shared that Google’s 2Q earnings reminded us of that great Deftones song “Change (In the...

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Weekly Edge Image 7.17.26

Know Your Enemy

Introduction: Know Your Enemy “Think ya know what it’s all about? Huh! Hey yo, so check this out!” Last week’s whirlwind of Fed commentary and inflation data created a few market gyrations but ultimately left interest rates lower and the need for rate hikes less...

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IMPORTANT DISCLOSURES

The views and opinions included in these materials belong to their author and do not necessarily reflect the views and opinions of NewEdge Wealth, LLC.

This information is general in nature and has been prepared solely for informational and educational purposes and does not constitute an offer or a recommendation to buy or sell any particular security or to adopt any specific investment strategy.

NewEdge and its affiliates do not render advice on legal, tax and/or tax accounting matters.  You should consult your personal tax and/or legal advisor to learn about any potential tax or other implications that may result from acting on a particular recommendation.

The trademarks and service marks contained herein are the property of their respective owners. Unless otherwise specifically indicated, all information with respect to any third party not affiliated with NewEdge has been provided by, and is the sole responsibility of, such third party and has not been independently verified by NewEdge, its affiliates or any other independent third party. No representation is given with respect to its accuracy or completeness, and such information and opinions may change without notice.

Investing involves risk, including possible loss of principal. Past performance is no guarantee of future results.

Any forward-looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No assurance can be given that investment objectives or target returns will be achieved. Future returns may be higher or lower than the estimates presented herein.

An investment cannot be made directly in an index. Indices are unmanaged and have no fees or expenses. You can obtain information about many indices online at a variety of sources including:  https://www.sec.gov/answers/indices.htm.

All data is subject to change without notice.

© 2026 NewEdge Wealth, LLC