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...
Jason Catlender

Jason Catlender

Jan 1, 2025

As Principal, Business Development, Jason leads the business development efforts for the firm – recruiting and working with prospective ultra high net worth advisors and teams to assess whether joining NewEdge is the right move for them and their clients. Jason has...
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...
Austin Capasso

Austin Capasso

Jan 1, 2025

As Associate, Portfolio Strategy, Austin is responsible for providing support across various aspects of the investment team, which includes delivering research-based investment solutions to clients and assisting in the design and implementation of end-to-end advisory...
Ella Buckley

Ella Buckley

Jan 1, 2025

As Associate, Client Service, Ella plays a key role in onboarding new clients and leads administrative support for the team’s ongoing client relationships.   Ella began her career in education as an Elementary School Teacher at Oradell Public School before...