Alyssa Kaiser, CFP®
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
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...
Paul Izlar
As Managing Director at NewEdge Wealth, Paul focuses on delivering investment management strategies for private clients and institutions. He is highly attentive to simplifying processes, educating, and seeking to remove unnecessary complexity. Paul’s career in wealth...
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