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Louis Bell, CIMA®
Jonathan Bell
Stephen Bell
Paula Gruber
Ariel Harary
Marc Levitt, CIMA®
Carolena Pizzuti
Jordan Sechan, CFP®
Jamie Wolff, CDFA®
Articles, Webinars & Media Appearances
Wealth Management EDGE Appearance: “When you get that volatility, it’s a great time to be rebalancing portfolios and looking for opportunities,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer shares insight on navigating market volatility through the importance of client communications and building strategic approaches.
Uncorking Value: A Strategic Guide to Wine as Passion and Portfolio
Wine is both a passion and an investment opportunity. Tangible, enjoyable, and produced in limited supply. Learn how consumers, collectors, and investors approach it.
ONWARD: Episode 10
This is Onward, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan.
Bloomberg Appearance: “From a policy perspective, we don’t see a lot of things that are ultimately stimulative,” notes Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer notes that market sentiment remains cautiously bullish as institutional investors stay on the sidelines, retail investors buy the dip, and policy uncertainty ushers in what she calls the “Summer of Mudd.”
ASCEND Earns 2025 Wealthies Nomination
What an incredible honor to share that ASCEND, our specialized program for athletes, entertainers, and influencers,...
The Keys to the Castle – Buying a Home
Embarking upon the process of buying a home can be both a daunting task and an exciting one. During the home-buying process, most people focus primarily, or at least initially, on how much “house” they can afford.
