Brian Peters
As Associate, Business Development, Brian plays a pivotal role in driving growth and fostering strategic relationships with prospective ultra high net worth advisors. With a passion for connecting individuals and institutions with personalized wealth management...
Jay Peters, CFA®
As Managing Director, Investment Solutions, Equities, Jay oversees equity strategy and internal equity portfolio management across the NewEdge Investment Platform. In his role, Jay provides clients and advisors recommendations around strategic and tactical equity...
Autumn Perry
As Assistant Marketing Manager, Autumn is responsible for planning and executing internal and external marketing campaigns, sales support, and strategic initiatives across select NewEdge entities. She also prepares marketing collateral and assists in drafting,...
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