s DP Team Members Archive - Page 31 of 37 - NewEdge Wealth
Elias Colorado

Elias Colorado

Jan 1, 2025

Elias is responsible for the account opening process. He also oversees daily activities, including directing and coordinating actions with custodians to open and fund accounts. Prior to joining NewEdge Wealth, Elias was a Senior Wealth Account Specialist and Assistant...
Jesse Christensen

Jesse Christensen

Jan 1, 2025

As Principal, Jesse advises corporate executives, ultra-high net worth individuals, and family offices on complex equity, tax, and estate planning matters through custom investment strategies and comprehensive wealth planning solutions. Jesse brings over 16 years of...
Ryan Cholnoky, CFP®, CRPC®, AWMA®

Ryan Cholnoky, CFP®, CRPC®, AWMA®

Jan 1, 2025

As Vice President, Ryan advises multi-generational families, specializing with private equity professionals, corporate executives, and entrepreneurs of both early and late-stage companies. Ryan works with clients to understand their overall financial landscape,...
Alan Chidsey

Alan Chidsey

Jan 1, 2025

Alan Chidsey brings a wealth of knowledge and over 25 years of experience to his role as Associate, Investment Solutions, Trading. His daily responsibilities revolve around receiving trading instructions from managers and meticulously generating trade files for...
Karen Chess

Karen Chess

Jan 1, 2025

Karen has over 30 years of experience in the financial services industry. As Vice President, Client Service, she focuses on the day-to-day operations of the firm and assists advisors with maintaining a high level of service and support for our clients in meeting their...