Meeting Request
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Louis Bell, CIMA®
Jonathan Bell
Stephen Bell
Paula Gruber
Ariel Harary
Marc Levitt, CIMA®
Josh Rubin
Jordan Sechan, CFP®
Jamie Wolff, CDFA®
Articles, Webinars & Media Appearances
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
The Ideal Transaction
Joined by NewEdge Wealth’s Ghislain Gouraige and Robin Petty, the panelists discuss best practices for entrepreneurs looking to sell their business, real-life success stories and pitfalls, and what they can do to prepare for the deal process.
An Update on the Fixed Income Market
Municipal bonds, the mainstay fixed income security for retail and ultra high net worth investors, started 2022 as “expensive” when measured as a percentage of Treasuries. That changed in a seeming blink of an eye.
Fireside Chat: Market Update with Lee Cooperman
Listen in as Rob Sechan, CEO and Co-Founder of NewEdge Wealth, and Lee Cooperman, Chairman and CEO of Omega Family Office, Inc., and Investment Advisory Board Member of NewEdge Wealth, discuss their general market thoughts and what the possible catalysts could be for a significant market decline.
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...
Planning for Unforeseen Expenses: Borrowing vs. Selling Case Study
As this year’s tax payment and filing deadline draws near, investors are faced with the decision as to how to pay their tax bills: fund with cash, liquidate assets or borrow. While in a perfect world liquidity would be preset for such expenses, this is not always the case.
