Fixed-income strategist appointed to further elevate investment solutions at rapidly growing ultra high net worth firm
Stamford, Conn. – Jan. 10, 2024 – NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, has appointed Kevin McIntyre as Principal, Municipal Bond Portfolio Manager.
With nearly 30 years of experience, McIntyre is an esteemed professional in municipal bond portfolio management with a focus on separately managed accounts. He served as a Senior Municipal Portfolio Manager and Executive Director at UBS Asset Management before joining NewEdge Wealth.
“Kevin is a remarkable addition to our team,” said Cameron Dawson, Chief Investment Officer of NewEdge Wealth. “His depth of knowledge and expertise in municipal bond portfolio management, coupled with the ability to foster trusted relationships, strongly aligns with our commitment to delivering top-tier investment solutions for our clients. We are eager to see all of the great contributions he will bring to the firm.”
As Principal, Municipal Bond Portfolio Manager, McIntyre is responsible for the design, construction and implementation of fixed-income and municipal bond strategies across NewEdge Wealth. In addition, he will work closely with advisors to provide custom fixed-income solutions and investment insights.
He joins an investment team that includes Dawson and NewEdge Wealth CEO Rob Sechan as well as outside Investment Advisory board members: Fundstrat Global Advisors Managing Partner Tom Lee, Omega Family Office Chairman and CEO Leon “Lee” Cooperman and Hayman Capital Management Founder and Chief Investment Officer Kyle Bass. McIntyre’s arrival marks a pivotal moment in advancing the firm’s commitment to excellence in a variety of investment classes.
“I am thrilled to join NewEdge Wealth and collaborate with a team known for its dedication to innovation and client-centric solutions,” McIntyre said. “I look forward to leveraging my experience to further enhance our fixed-income strategies, drive growth and deliver dynamic solutions to our ultra high net worth advisors and clients.”
About NewEdge Wealth
NewEdge Wealth is a division of NewEdge Capital Group, LLC. NewEdge Capital Group services multiple business lines and supports over 300 financial advisors servicing several thousand households, family offices and institutions. New Edge Capital Group, LLC, a Barron’s Top 100 RIA Firm and Forbes’ America’s Top RIA Firm*, is the wealth management business unit of EdgeCo Holdings LP, which has over 700 employees.
NewEdge Wealth is designed to meet the needs of ultra high net worth, family office and institutional clients. The division seeks to provide a select group of clients with a personalized level of service and attention designed to help organize and simplify their lives, while also providing access to an expansive menu of institutional caliber products and services — all wrapped in technology that serves as the connective tissue between the client and their advisor to create a stronger, more personal relationship. Investment advisory services are offered through NewEdge Wealth, LLC, a registered investment adviser. Securities are offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge and its affiliates do not render advice on legal, tax and/or tax accounting matters to clients. Each client should consult his/her personal tax and/or legal advisor to learn about any potential tax or other implications that may result from acting on a particular recommendation.
*Barron’s rankings awarded in September 2023 based on prior 12 month data. Forbes/Shook rankings awarded in October 2023 based on data from 3/31/22-3/31/23.