As Principal, Jesse advises corporate executives, ultra-high net worth individuals, and family offices on complex equity, tax, and estate planning matters through custom investment strategies and comprehensive wealth planning solutions.
Jesse brings over 16 years of experience in wealth management and joined NewEdge Wealth after a successful independent tenure on the NewEdge Advisors platform. The transition to NewEdge Wealth reflects the next phase of his business growth, aligning his practice with the firm’s specialized platform for ultra-high net worth clients and institutional families.
Before founding Hudson Wealth Partners, Jesse held senior roles at Fidelity Investments, Morgan Stanley, and Chesapeake Asset Management. He holds active Series 63 and 65 licenses, as well as the SIE.
Originally from Suffern, NY, Jesse earned his B.A. in European History with a minor concentration in Finance from Syracuse University. Outside of the office, he enjoys playing golf and traveling internationally.
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