Susan Kim, CFA®

Susan Kim, CFA®

Jan 1, 2025

As Vice President, Wealth Advisor, Susan works closely with clients to create comprehensive and customized wealth plans. She has nearly 15 years of experience in investment banking and has previously held positions at UBS Financial Services, Inc., Lehman Brothers and...
Rida Khan

Rida Khan

Jan 1, 2025

In her role as an Analyst, Client Service, Rida plays a pivotal role in overseeing day-to-day business operations, driving growth initiatives, and contributing to diverse marketing endeavors. Leveraging her extensive background in neuroscience and AI research, Rida...
Brendan Keelan, CFA®

Brendan Keelan, CFA®

Jan 1, 2025

As Principal, Investment Solutions, Fixed Income, Brendan designs and builds custom portfolios suited to his clients’ individual needs. With a background in engineering, he enjoys applying problem-solving skills to the investment industry, combining the dynamic nature...
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...