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

The Power of Connection: How Our Morning Call Shapes Company Culture

What truly distinguishes NewEdge Wealth may just be our morning call. This daily ritual has become the bedrock of our operations, nurturing a culture where unity and innovation thrive.

Insights from NewEdge Wealth

OK, Boomer

OK, Boomer

As the baton is passed from Boomers to Gen X and Millennials, a notable “age wave” is set to facilitate the transfer of businesses through exits and other transitions. And once again, these unique generations will have needs that differ from others.

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