Jimmy Patrick

Jimmy Patrick

Jan 2, 2025

As Managing Director at NewEdge Wealth, Jimmy works closely with private and institutional clients to address their unique investment and financial planning needs. With over 20 years of experience, he focuses on building enduring relationships and delivering...
Khush Patel

Khush Patel

Jan 2, 2025

As Associate, Client Service, Khush is committed to helping provide our clients with the highest level of service for their wealth management needs. In his role, Khush assists with the preparation of reports and helps educate clients on account services and...
Adam Parker

Adam Parker

Jan 2, 2025

Adam brings 20 years of experience in equities, including four years on the buy side and 18 years on sell side to Trivariate Research LP. Prior to Trivariate Research, Adam was the founder and lead portfolio manager of Trivariate Capital, an equity long/short hedge...
Nicole O’Connell

Nicole O’Connell

Jan 2, 2025

Nicole serves as Executive VP, Custody Asset Movement & Control, where she oversees end-to-end processes related to cash movement, ensuring accuracy, security, and compliance with all applicable regulations. With a specialized focus in cash controls, fraud...
Andrew Noble

Andrew Noble

Jan 2, 2025

As Wealth Advisor at NewEdge Wealth, Andrew enjoys building relationships with clients and constructing customized financial plans that place their priorities first. In serving the needs of ultra high net worth individuals and families, Andrew’s responsibilities...