Aaron Zises, JD, AIF®

Aaron Zises, JD, AIF®

Jan 3, 2025

As Principal at NewEdge Wealth, Aaron focuses on advising families on investment strategy, financial planning, generational wealth transfer, and charitable planning.  Aaron began his career as an attorney advising hedge fund and private equity fund sponsors at Schulte...
Jamie Wolff, CDFA®

Jamie Wolff, CDFA®

Jan 3, 2025

As Principal of New Edge Wealth, Jamie works closely with families to create bespoke investment plans to help protect and grow their wealth. With more than 30 years of experience helping clients meet their personal wealth goals, Jamie provides advice and solutions to...
Becca Wolff

Becca Wolff

Jan 3, 2025

As Associate, Client Technology Experience, Becca plays a key role in supporting advisors at NewEdge Wealth with their use of various platforms, including Orion. Before joining NewEdge, she served as an Onboarding Project Manager at Orion Advisor Technology. Becca...
Tate Wingate

Tate Wingate

Jan 3, 2025

Tate serves as Principal, Regional Director, Business Development, where he brings nearly three decades of experience in the industry. In this role, he works with prospective ultra-high net worth advisors and teams to assess whether joining NewEdge is the right move...
Emily Wilson

Emily Wilson

Jan 3, 2025

As Associate, Client Service, Emily excels in managing all aspects of CRM system setup and asset transfers. She diligently monitors and researches daily money movement activities in and out of client accounts. Emily partners closely with wealth advisors to address...