Premier Intellectual Capital
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.
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Premier Intellectual Capital
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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
At NewEdge Wealth, our Investment Advisory Board is the cornerstone of our intellectual capital strategy. By combining internal expertise with insights from world-renowned investors and strategists, we’re able to assess the broad investment landscape and anticipate “what’s next.” This dynamic collaboration, bolstered by research from top Wall Street firms, empowers us to deliver actionable strategies tailored to our clients’ goals.
Investment Advisory Board
Kyle Bass
Leon Cooperman
Cameron Dawson, CFA®
Steven Einhorn
Thomas Lee
Robert Matza
Adam Parker
Robert Sechan
John Straus
Kyle Bass
Leon Cooperman
Cameron Dawson, CFA®
Steven Einhorn
Thomas Lee
Robert Matza
Adam Parker
Robert Sechan
John Straus
Latest Weekly Summary
Insights from NewEdge Wealth
Quality Focused Investing at NewEdge Wealth: Part II
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.
The New Driver of Enterprise Value: AI in the Middle-Market
Artificial intelligence is no longer a distant concern reserved for large enterprises. It has arrived as a practical, deployable tool that is already reshaping how businesses compete, how they operate, and what acquirers are willing to pay for them.
Trump Accounts: Building Tax-Free Wealth from Day One
Trump Accounts are designed to serve as tax-deferred custodial investment accounts for minors, featuring a one-time $1,000 federal seed contribution for children born between 2025 and 2028, creating an early opportunity to jumpstart long-term wealth accumulation.
2026 Wealth Strategy Guide
This whitepaper is designed to help you understand the current environment and conduct a financial “wellness check” as we enter 2026.