s DP Team Members Archive - Page 32 of 37 - NewEdge Wealth
Jeff Cherkas

Jeff Cherkas

Jan 1, 2025

Jeff specializes in equities and fixed income products. He provides his clients with a wealth of industry knowledge, as well as a strong passion and commitment to consistent client service. Prior to joining the team, Jeff was an Investment Associate at UBS Financial...
Andres Chavarriaga

Andres Chavarriaga

Jan 1, 2025

As Associate, Client Service, Andres supports branch functions as needed, assists in safeguarding client assets, provides exceptional client service and serves as administrative and operational support for financial advisors. Andres has 10 years of industry experience...
David Chase

David Chase

Jan 1, 2025

As Managing Director, David works closely with his team to advise high-net-worth families, executives and institutions. He also supports their respective trusts, estates, foundations and endowments regarding their investment, liability management, risk management, and...
Jack Chandler

Jack Chandler

Jan 1, 2025

As Analyst, Client Service at NewEdge Wealth, Jack plays a key role in assisting advisors with reporting and building client decks. His analytical skills and attention to detail help ensure clients receive comprehensive and insightful financial reporting. Jack earned...
Jorge Carbajal

Jorge Carbajal

Jan 1, 2025

As Associate, Operations, Jorge collects and reviews all necessary documentation for client accounts. He also performs follow up processes and ensures all accounts are up to date. Jorge has over 10 years of experience in the finance industry, including retail banking...