NewEdge Wealth is pleased to announce that Co-Founder Jeffrey Kobernick has been appointed as Vice Chairman of the firm’s parent company, NewEdge Capital Group.

Jeff, who has been at the forefront of the wealth management industry for over three decades, played an instrumental role in establishing NewEdge Wealth and shaping its client-first approach.

“As one of our Co-Founders, Jeff’s leadership has been pivotal in building NewEdge Wealth into the firm it is today,” said Rob Sechan, Managing Partner of NewEdge Capital Group. “In his new role as Vice Chairman, Jeff will continue to shape our long-term strategy and be a vital resource for our team.”

In his new capacity, Jeff will step back from his day-to-day advisory responsibilities to focus on providing strategic counsel, contributing to NewEdge’s vision, and helping the firm navigate its next phase of growth. This transition reflects his commitment to ensuring the firm remains at the forefront of the wealth management industry.

Jeff’s transition comes as NewEdge Capital Group continues to expand its offerings and strengthen its position as a leader in wealth management. The firm remains steadfast in its mission to provide customized solutions and unmatched expertise to both advisors and their clients.

For more information about NewEdge Capital Group and its leadership team, click here.