Anneke H. Niemira, JD, LLM

Anneke H. Niemira, JD, LLM

Jan 2, 2025

As a Wealth Strategist, Anneke helps clients design solutions and strategies, guiding families through the complexities of multi-generational wealth. Anneke is a tax and estate planning attorney by training, though she is not actively practicing. This includes...
Brian Nick

Brian Nick

Jan 2, 2025

As Managing Director and Head of Portfolio Strategy, Brian develops and manages customized portfolios for NewEdge Wealth clients, conducts due diligence and portfolio reviews, and publishes market and asset allocation research. He has over twenty years of experience...
Kelsey Navickas

Kelsey Navickas

Jan 2, 2025

Kelsey provides exceptional service by promptly and professionally addressing clients’ needs. With over seven years of administrative experience, she skillfully schedules and coordinates client meetings, ensuring timely follow-up on all requests and concerns. Kelsey...
John Naudo

John Naudo

Jan 2, 2025

As Vice President, Wealth Advisor, John excels at helping clients not just navigate their investment plans but truly understand and connect with their financial goals. His approach goes beyond portfolios, emphasizing the importance of building genuine friendships with...
Alessandra Mutone

Alessandra Mutone

Jan 2, 2025

As Vice President, Client Service, Ali focuses on client relations, operations, and furthering the development of the client service team. She has over 15 years of experience in the financial services industry. Prior to joining NewEdge Wealth, Ali worked for Merrill...