NewEdge Wealth Welcomes Brian Nick to Investment Management Team

June 24, 2024

STAMFORD, Conn., JUNE 24, 2024 — NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, announced today that veteran and distinguished investment manager Brian Nick, CAIA, has joined as Managing Director, Head of Portfolio Strategy.

In his role, Brian will provide thought leadership across the NewEdge Investment platform including portfolio strategy, portfolio construction and portfolio management.

“Brian has an incredible depth of investment management knowledge with macro and global economic outlooks, and we are excited to have him bring his acumen to NewEdge Wealth,” said Rob Sechan, CEO of NewEdge Wealth. “Investors are becoming more sophisticated and knowledgeable about asset classes, and Brian will help our ultra high net worth, family office and institutional clients understand the best choices to meet their financial goals.”

Nick has been Chief Investment Strategist at TIAA/Nuveen, Head of Tactical Asset Allocation at UBS Wealth Management Americas, an Investment Strategist at Barclays Wealth and a markets analyst at the Federal Reserve Bank of New York. He graduated from Dartmouth with a bachelor’s degree in economics and government.

Nick said, “I am excited to join Rob and the NewEdge Wealth team and to have this opportunity to provide insights and perspectives on investment portfolio management and construction. We are seeing unprecedented interest in asset allocation and an expanded universe of investment options – particularly in the alternative investment space – which makes this process even more critical to continue to provide the best guidance for our clients.” Nick continued, “having access to the tools and resources the team at NewEdge Wealth have assembled to help with this process were the key reason in accepting this opportunity to come aboard.”

NewEdge Wealth, launched in December 2020, has grown to 11 offices, including locations in Atlanta, Miami, Nashville and San Francisco. The firm is headquartered in Stamford, Connecticut.

About NewEdge Wealth

NewEdge Wealth is a division of NewEdge Capital Group, LLC. NewEdge Capital Group services multiple business lines and supports over 350 financial advisors servicing several thousand households, family offices and institutions. NewEdge 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 900 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. Neither NewEdge Wealth nor its employees pay a fee in exchange for these rankings. 

Media Inquiries  

Donald Cutler or Lorene Yue 
Haven Tower Group 
424.317.4864 or 424.317.4854 
dcutler@haventower.com or lyue@haventower.com

Stay in Touch

You may also like…