


Elizabeth Axtell
As Director of Marketing, Liz is responsible for the management and execution of marketing projects for NewEdge Wealth. This includes building strategies and developing campaigns, content, and collateral. She also ensures that communications align with our overall...
Travis Aldridge, CFA®
Travis designs and implements dynamic investment strategies for client portfolios with a goal of aligning asset mixes to achieve optimal risk adjusted returns. He performs daily portfolio management tasks such as liquidity management, portfolio re-balancing, trade...
Mark Ahmed
As a principal partner at NewEdge Wealth, Mark and his team work with affluent individuals, families, and business owners to provide comprehensive wealth management services, financial planning, and portfolio analysis. With over 25 years of experience working on...
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