Blaine is a Partner at NewEdge Wealth and has over 25 years of experience in financial planning, portfolio management, and wealth management. Blaine has committed his professional career directly towards families and corporations, guiding them through financial...
Kevin works closely with clients to develop and manage customized portfolios that incorporate a wide variety of investment solutions catered to meet their financial objectives. He works with a number of entrepreneurs, corporate executives, charitable foundations, and...
Olivia’s role as Vice President, Product Manager is dedicated to our efforts to continuously evolve the experience for our ultra high net worth clients. Prior to joining NewEdge Wealth, Olivia was a Reporting Manager at Orion Advisor Technology. With her vast...
As Director of Transitions, Alex and her team are responsible for onboarding all new advisor groups to NewEdge Wealth, NewEdge Advisors, and NewEdge Securities. Alex has been with the firm for eight years with experience in transition and relationship management. She...
In her role as Associate, Client Service, Victoria plays an essential role in providing administrative and operational support. Before joining NewEdge, she was a Project Manager at AWS and an Analyst at Edmond de Rothschild, where she delved into the intricacies of...
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