Paige Muirhead

Paige Muirhead

Jan 2, 2025

As Associate, Client Service, Paige serves as administrative and operational support for financial advisors, and assists in expanding the Nashville team’s presence. Most recently, Paige was a Client Service Associate at UBS Financial Services where she also served as...
Kirsti Morrow

Kirsti Morrow

Jan 2, 2025

As Associate, Client Service, Kirsti is dedicated to enhancing client experiences at NewEdge Wealth. With over eight years of experience, she provides comprehensive operational support to both clients and advisors. Kirsti is proactive in anticipating client needs,...
Kennon Moore

Kennon Moore

Jan 2, 2025

As a Portfolio Strategy Analyst, Kennon partners closely with advisors and leverages NewEdge Wealth’s resources to deliver tailored investment strategies and comprehensive wealth planning solutions for corporate executives and ultra-high-net-worth families. He earned...
Matt Mongon, CFA®, CFP®

Matt Mongon, CFA®, CFP®

Jan 2, 2025

Matt joined NewEdge Wealth in August 2024, bringing over two decades of experience advising wealthy families, nonprofit institutions, and corporate retirement plans to his role as Vice President, Portfolio Strategy. His deep experience across traditional and...
Glen Mintz

Glen Mintz

Jan 2, 2025

As Managing Director, Portfolio Management, Glen specializes in managing equity portfolios. He utilizes long-term investment strategies that focus on bottom up analysis and a ‘growth at a reasonable price’ approach. Glen has over 30 years of experience in the finance...