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
John Straus
Cameron Dawson, CFA®
Kyle Bass
Leon Cooperman
Steven Einhorn
Thomas Lee
Robert Matza
Robert Sechan
John Straus
Cameron Dawson, CFA®
Kyle Bass
Leon Cooperman
Steven Einhorn
Thomas Lee
Robert Matza
Latest Weekly Summary
Insights from NewEdge Wealth
What RIAs Can Learn From Legendary Football Coach Nick Saban
Bob McCann, Co-Chairman of NewEdge Capital Group and veteran financial services leader, shares his experience on the crucial role of culture in his recent article published by Barron’s.
Cameron Dawson Named CIO of the Year by Institutional Investor
Arriving at NewEdge Wealth in 2022, Cameron leads the development of our investment themes, strategies, and market views. Her leadership and vision have been pivotal in positioning us at the forefront of the industry.
NewEdge Wealth Named Wealthies Finalist for Onward Series
We are pleased to share that NewEdge Wealth’s Onward Entrepreneur Series is a finalist in the Client Initiatives category of the 2024 WealthManagement.com Wealthies awards!
Hunter Gehring Inducted into Marquis Who’s Who
NewEdge Wealth is pleased to announce that Hunter Gehring, Principal, has been inducted into Marquis Who’s Who.