Private Equity Professionals
Wealth Management Solutions Built Around You
Private Equity Professionals
A career as a Private Equity professional presents a unique set of challenges when it comes to your personal wealth. The realities of carried interest, co-investment capital calls, distributions and tax obligations add a level of complexity that a typical wealth strategy doesn’t account for.
The intertwining of your personal and professional life requires an advisor that understands your career in Private Equity and can develop a wealth strategy that simplifies your life today, while planning for tomorrow and beyond. We aim to provide peace of mind that you’re doing what you need to focus on today to achieve your desired legacy.
Wealth Services Designed Around Your Unique Needs
Private Equity can be lucrative. It’s also a career that can make day-to-day life difficult because your income can widely vary not only month to month, but year to year. Over the past decade, we have developed a customized set of wealth planning and investment services to help simplify your life as a private equity professional and provide peace of mind.
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The intertwining of your personal and professional life requires an advisor that understands your career in Private Equity and can develop a wealth strategy that simplifies your life today, while planning for tomorrow and beyond.
Your Unique Circumstances Require a NewEdge
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Articles, Webinars & Media Appearances
CNBC Appearance: “Pandemic-era bubble valuations are necessary for markets to rise 15-20%,” says NewEdge’s Dawson
Cameron Dawson, CFA®, NewEdge Wealth Chief Investment Officer, recently joined CNBC's “Squawk Box” to discuss her...
Eight States Introduce Legislation Aimed to Tax the Wealthy
On Thursday, January 19, 2023, lawmakers from eight states joined together to introduce tax legislation targeting wealthy residents as a part of the “Fund Our Future” campaign. While coordinated, the proposals vary from state to state.
2023 Outlook: Enjoy What You Can, Endure What You Must
Hosted by NewEdge Wealth’s CEO and Co-Founder, Rob Sechan, and Chief Investment Officer, Cameron Dawson, the two take a deeper dive into our newly released 2023 Outlook, including the economy, policy, and markets in 2023.
2023 Outlook: Enjoy What You Can, Endure What You Must
As we exit a tumultuous 2022 and face the inherent uncertainty of a new year, we adopt the wise words of Goethe as our mantra for 2023: “Enjoy what you can, endure what you must.”
Behind the Scenes with Rob Sechan
In addition to his busy schedule as the Managing Partner of NewEdge Capital Group and CEO of NewEdge Wealth, Rob Sechan, can frequently be seen on CNBC and various media outlets. What goes on behind the scenes? Here’s a sneak peek.
Kyle Bass, Steven Einhorn Join NewEdge Wealth Investment Advisory Board
NewEdge Wealth announces that Steven Einhorn, Retired Vice Chairman of Omega Advisors, and Kyle Bass, Co-Founder and CEO of Conservation Equity Management and Founder and Chief Investment Officer of Hayman Capital Management, have joined the firm’s Investment Advisory Board.
