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...
Marc Levitt, CIMA®

Marc Levitt, CIMA®

Jan 2, 2025

Marc has worked with ultra high net worth families, business owners and nonprofits for nearly 30 years on every aspect of their financial world. As he likes to say, “We don’t offer something for everyone, but we do offer a whole lot to a select few.” Marc understands...
Thomas Lee

Thomas Lee

Jan 2, 2025

Thomas Lee is an accomplished Wall Street strategist with over 25 years of experience in equity research and has been a top ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served most recently as J.P. Morgan’s Chief Equity...