Structural Advantage of Having “The Edge”

NewEdge Wealth is a business built upon a foundation of safety, objectivity, differentiated technology, in-house intellectual capital and customer service experience clients have come to expect.

Overview

Advanced Wealth Strategy

Expansive Investment Menu

Premier Intellectual Capital

Advantage Driven Technology

Concierge Personal Service

Premier Intellectual Capital

Within every Wall Street firm, certain parts of the organization shine above others. While some are known for macro insights, others specialize in fixed income, while others in emerging markets.

At NewEdge Wealth, we have assembled research from many of the large Wall Street firms and banks in order to help our clients achieve their goals. We have also assembled an Investment Advisory Board comprised of world-renowned investors and strategists to complement our own expertise in assessing the broad investment landscape and thinking about “what’s next.”

No Organization Has a Monopoly on Great Ideas

Investment Advisory Board

Robert Sechan

Robert Sechan

CEO, Managing Partner, Co-Founder | Managing Partner, NewEdge Capital Group
John Straus, Sr.

John Straus

President, Managing Partner
Cameron Dawson Chief Investment Officer

Cameron Dawson, CFA®

Chief Investment Officer
Kyle Bass, Investment Advisory Board Member, NewEdge Wealth

Kyle Bass

Co-Founder, CEO of Conservation Equity Management | Investment Advisory Board Member
Leon Cooperman

Leon Cooperman

Chairman and CEO of Omega Family Office, Inc. | Investment Advisory Board Member
Steven Einhorn Investment Advisory Board Member at NewEdge Wealth

Steven Einhorn

Retired Vice Chairman of Omega Advisors | Investment Advisory Board Member
Thomas Lee

Thomas Lee

Managing Partner and Head of Research at Fundstrat Global Advisors | Investment Advisory Board Member
Robert Matza

Robert Matza

Retired President and Partner of GoldenTree Asset Management | Investment Advisory Board Member
Robert Sechan

Robert Sechan

CEO, Managing Partner, Co-Founder | Managing Partner, NewEdge Capital Group
John Straus, Sr.

John Straus

President, Managing Partner
Cameron Dawson Chief Investment Officer

Cameron Dawson, CFA®

Chief Investment Officer
Kyle Bass, Investment Advisory Board Member, NewEdge Wealth

Kyle Bass

Co-Founder, CEO of Conservation Equity Management | Investment Advisory Board Member
Leon Cooperman

Leon Cooperman

Chairman and CEO of Omega Family Office, Inc. | Investment Advisory Board Member
Steven Einhorn Investment Advisory Board Member at NewEdge Wealth

Steven Einhorn

Retired Vice Chairman of Omega Advisors | Investment Advisory Board Member
Thomas Lee

Thomas Lee

Managing Partner and Head of Research at Fundstrat Global Advisors | Investment Advisory Board Member
Robert Matza

Robert Matza

Retired President and Partner of GoldenTree Asset Management | Investment Advisory Board Member

Latest Weekly Summary

Quality-Focused Investing at NewEdge Wealth

Quality investing can offer tax-efficient returns powered by resilient compound earnings growth. In this piece, we will dive into the rationale behind investing in quality companies, detail how we identify these companies, and illustrate how our approach can be beneficial for long-term investors.

Insights from NewEdge Wealth

Quality-Focused Investing at NewEdge Wealth

Quality-Focused Investing at NewEdge Wealth

Quality investing can offer tax-efficient returns powered by resilient compound earnings growth. In this piece, we will dive into the rationale behind investing in quality companies, detail how we identify these companies, and illustrate how our approach can be beneficial for long-term investors.

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A Letter from John Straus, Jr.

A Letter from John Straus, Jr.

Contemplating incapacity and death is not pleasant and often results in procrastination of many planning related topics. However, unexpected events like these highlight the imperative nature of end-of-life planning.

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Diverse Teams Create Diverse Results

Diverse Teams Create Diverse Results

From policy to culture, diversity plays a significant role in attracting talented, creative, and innovative people from across the globe. NewEdge Wealth is purposeful in building teams that are reflective of the world that we live in and the clients we serve. As we always have room to grow, we encourage our peers to do the same.

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“Hi Risk, I’m Human.”

“Hi Risk, I’m Human.”

Throughout 2022, the equity markets challenged even the most seasoned investor’s definition of “risk.” As one of the Partners here at NewEdge Wealth recently put it, when volatility spikes and asset prices fall in value, investors often realize that their risk tolerance is different than their risk capacity.

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