Margaret Theys
As Vice President, NewEdge Wealth Operations, Margaret is responsible for developing and maintaining custodial relationships, working closely with advisors and client service teams to deliver a seamless and efficient client experience. With over 20 years of experience...
David Symecko
As Managing Director – Business Development, David’s role includes managing the NewEdge Advisors sales team, expanding the sales funnel, and creating brand awareness in the advisor community. David has over 20 years of experience in the finance industry. Prior to...
Kate Stucky
As Marketing Manager, Kate works with the NewEdge team to ensure content strategies are aligned with their business goals. Her marketing efforts include coordinating local and national events, executing internal communications, and managing social media. Previously,...
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