Robert Matza

Robert Matza

Jan 2, 2025

Robert Matza is a renowned asset management executive known for overseeing the expansions and acquisitions of some of the most prominent financial firms in the world. Matza has previously served as President and Chief Operating Officer of Neuberger Berman, Inc.,...
Reese Marine

Reese Marine

Jan 2, 2025

As Analyst, Client Service, Reese facilitates strong client relationships through addressing client needs promptly and providing proactive service. Prior to joining NewEdge, Reese worked at Garza Law Firm. Reese graduated from the University of Tennessee with a degree...
Maria Maloney, CRPC®

Maria Maloney, CRPC®

Jan 2, 2025

Maria is an Associate,Client Service with over seven years of expertise in client onboarding and comprehensive financial planning. She is recognized for her exceptional ability to guide clients through seamless onboarding processes and her dedication to developing...
Brad Lucas

Brad Lucas

Jan 2, 2025

As Associate, Alternative Investments, Brad conducts manager due diligence, focusing on private equity and venture capital asset classes. He also oversees internal and proprietary feeder fund reporting, maintains factsheets, manages data onboarding and administration...
Benjamin Lope

Benjamin Lope

Jan 2, 2025

Ben joined the team in 2020, following his completion of the UBS Graduate Talent Program. Ben’s responsibilities include investment due diligence, portfolio review and analytics, and alternative investment research and account administration. Prior to joining NewEdge...