Raegan Kaufman

Raegan Kaufman

Jan 1, 2025

Raegan joined our team in 2018 and has a background in business management. Her responsibilities include client service, event planning, and account administration. In addition, she partners with our private bank for capital call administration. Raegan graduated from...
Alexis Kappe

Alexis Kappe

Jan 1, 2025

As Vice President, Client Service at NewEdge, Alexis brings over 10 years of experience in the finance industry, holding both Series 7 and 66 licenses. After graduating from Golden Gate University, she served as a Senior Preferred Banker at First Republic Bank, where...
Jared Kaplan

Jared Kaplan

Jan 1, 2025

Jared has worked with ultra high net worth families and institutions for over twenty years. He specializes in building customized investment strategies to help clients achieve their financial and operational goals. Jared’s areas of technical expertise include analysis...
Alyssa Kaiser, CFP®

Alyssa Kaiser, CFP®

Jan 1, 2025

For several years, Alyssa has delivered wealth strategy and investment services to ultra high net worth clients. As a Wealth Strategist, Alyssa assists in addressing all facets of multi-generational wealth including cash flow planning, estate planning, wealth transfer...
David Jones

David Jones

Jan 1, 2025

As Creative Director, David provides creative thought leadership and drives visual design across the NewEdge brands. David leads a team of designers in ideation and concept explorations while working collaboratively with cross-disciplinary teams across marketing...