Monica Dougherty

Monica Dougherty

Jan 1, 2025

As head of operations and client service for the Lehigh Valley team at NewEdge Wealth, Monica is dedicated to fostering strong, lasting relationships with clients. She serves as the primary point of contact for all service-related needs while optimizing team...
Michaelangelo Dooley, CFP®

Michaelangelo Dooley, CFP®

Jan 1, 2025

Michaelangelo leverages his nearly 15 years of investment experience across Portfolio Analyst, Financial Advisor and Portfolio Manager roles to lead the Structured Notes team and manage the Structured Note Income Portfolio (“SNIP”) and Structured Note Advisory...
Patrick Dillon

Patrick Dillon

Jan 1, 2025

As Vice President of the Compliance team at NewEdge Wealth, Pat assists in identifying areas of regulatory risk, overseeing Investment Management Platform and Advisory Programs, handling the OSJ role for the Stamford New Edge Securities office, and aiding with the...
William deButts, CIMA®

William deButts, CIMA®

Jan 1, 2025

As Managing Director at NewEdge Wealth, William brings extensive experience in structuring comprehensive investment and wealth management strategies for ultra high net worth families, private clients, and foundations. With a strong background in working with family...
Michelle DeBusschere

Michelle DeBusschere

Jan 1, 2025

As Director, Client Service, Michelle manages all aspects of client relationships from onboarding to maintenance and implementation of investments. She has over 30 years of industry experience and currently holds her Series 3, 7, 63, and 65 licenses. Prior to joining...