Jonathan Heines

Jonathan Heines

Jan 1, 2025

As Principal, NewEdge Wealth Management, Jonathan is responsible for business development, product management, relationship management and recruiting. Prior to joining NewEdge Wealth, he held positions at Goldman Sachs, Barclays Capital, and UBS Financial Services,...
Ariel Harary

Ariel Harary

Jan 1, 2025

Ariel provides support in client relations, account administration and service. She is involved with all areas of our clients’ financial lives. With over 20 years of experience in the financial services industry, she held prior positions in client relations with her...
Liz Laetsch

Liz Laetsch

Jan 1, 2025

Liz Laetsch is a Principal at NewEdge Wealth, where she advises ultra-high-net-worth individuals and families on comprehensive wealth strategies, with a focus on pre-liquidity planning, portfolio construction, and asset allocation. Liz was recognized by Forbes as one...
Josh Gully, Jr.

Josh Gully, Jr.

Jan 1, 2025

Josh serves as an Associate, Client Service for NewEdge Wealth, focusing on business operations and growth initiatives for the team. Prior to joining NewEdge, Josh spent three years in sales.    Josh attended Cornell University where he earned a Bachelor of Science...
Josh Gully

Josh Gully

Jan 1, 2025

Josh specializes in the wealth management needs of exceptionally accomplished entrepreneurs, private investors, family offices, and multi-generational families. He advises his clients on how to best meet their investment needs, philanthropic goals, and lifestyle...