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...
Robert James Lee

Robert James Lee

Jan 2, 2025

Robert has been in the financial services industry for over 20 years. As Vice President and Wealth Advisor, he focuses on financial planning, asset management, delivering an exceptional client experience and leading the team’s daily operations. Robert comes from a...
Michael Kramer

Michael Kramer

Jan 2, 2025

As Managing Director, Michael advises ultra high net worth individuals, alternative investment managers, family offices, and institutions with fixed income and equity investment strategies. Before joining NewEdge, Michael was a Managing Director and Wealth Manager...
Jeffrey Kobernick

Jeffrey Kobernick

Jan 2, 2025

Jeff is Co-Founder of NewEdge Wealth and also serves as Vice Chairman of NewEdge Capital Group. With over 30 years of experience in the financial services industry, he specializes in comprehensive asset management strategies with an emphasis on producing tailored...