Jeff specializes in creating comprehensive asset management strategies with an emphasis on producing tailored fixed income portfolios. Prior to co-founding NewEdge Wealth, Jeff was a Managing Director at UBS. He has worked in the financial services industry for over 30 years holding prior positions as a Managing Director at Lehman Brothers and an Executive Director at Morgan Stanley. Jeff has appeared on Fox Business News, been quoted in The Wall Street Journal and Barron’s, and serves as a guest lecturer at Concordia University’s Molson School of Business and Vanderbilt University. He has been recognized by Barron’s, Forbes, and The Financial Times as a Top Wealth Advisor.
Jeff received his Bachelor of Commerce in Accounting from Concordia University and his M.B.A. from New York University Stern School of Business. He and his wife have twins and reside in Glen Ridge, NJ. Jeff enjoys golf, skiing and collecting art and wine. His philanthropic interests include Big Brothers, American Corporate Partners and Friends of Concordia University, as well as having served as a multi-term elected official on the Glen Ridge Board of Education.
Robert Sechan II
Rob specializes in advising clients on asset allocation, portfolio construction and opportunistic investing. Prior to co-founding NewEdge Wealth, Rob was a Managing Director at UBS where he served on the UBS Financial Advisor Advisory Council as Head of the Intellectual Capital Subcommittee which helped guide the firm’s tactical investment process. He has worked in financial services for over 25 years holding prior positions as a Managing Director at Lehman Brothers and Executive Director at Morgan Stanley. Rob is a regular on CNBC and has appeared on Fox Business. He has been recognized by both Barron’s and Forbes as a Top 100 Financial Advisor.
Rob graduated from The Tepper School of Business at Carnegie Mellon University with a B.S. in industrial management and economics and an M.B.A. in finance and economics. He lives in New Canaan, CT. Rob enjoys time with his family, playing basketball, skiing and collectible automobiles. His philanthropic interests include Portfolios with Purpose and Filling in the Blanks.
Walter Granruth III
Walter has the primary responsibility for maintaining relationships with our private equity clients and for managing capital market solutions for our clients. Before joining the group, Walter worked for several years in the Financial Sponsors Group of the UBS Investment Bank, where he covered a select list of private equity firms. Prior to UBS, Walter worked in the Mergers & Acquisitions Group of Donaldson, Lufkin & Jenrette and Credit Suisse.
Walter graduated from Washington & Lee University with a B.A. in economics and received his M.B.A. from the University of Virginia. He lives in Greenwich, CT, with his wife and three children. Walter enjoys boating, racquet sports and golf.
John Straus Jr., CFP
John provides advice around the financial and estate planning considerations that drive an investment management mandate. His clients include private equity professionals, corporate executives, business owners and entrepreneurs of both early and late stage companies. John has earned his Certified Financial Planner® designation, which is considered one of the most widely recognized credentials in the financial industry.
John graduated from St. Lawrence University and lives in Darien, CT with his wife and two children. He enjoys skiing, woodworking, building fishing rods and being on the water.
- Vice President, Relationship Manager
Jay has been a member of our team since 2010 and as the team’s principal investment strategist, Jay primarily advises institutional and individual clients on asset allocation, portfolio construction, investment implementation, and serves as co-manager of our discretionary investment portfolios.
Prior to joining NewEdge Jay worked at UBS Private Wealth Management for ten years where he served in a variety of investment advisory roles, becoming a financial advisor in 2018. At UBS Jay completed both the Private Wealth Advisor accreditation and Endowment & Foundation Consultant accreditation programs.
Jay graduated with a B.A. in History from Trinity College in 2008. He has been a CFA® charterholder since 2015 and holds Series 3, 7, and 66 securities licenses.
- Vice President, Team Administrator
Danielle focuses on client service, portfolio management support and account administration. She began her investment career at Morgan Stanley in 1998. Danielle received a B.A. in economics from Hamilton College. She holds Series 7, 63 and 66 securities licenses.
- Vice President, Client Relationship Specialist
Frank focuses on client reporting, trading, asset allocation and account administration. Prior to NewEdge Wealth, Frank was a Wealth Strategy Associate at UBS and a Client Service Associate at Lehman Brothers. Frank started his career at U.S. Trust as a Client Relationship Associate in the fixed income division. He received his B.A. from Columbia University, with a major in history and minor in psychology. He holds Series 7, 63 and 66 securities licenses.
- Vice President, Client Relationship Specialist
Blanca is the most senior associate on our team and is responsible for all aspects of client service, operations and account administration. She began her investment career in 1983 with Morgan Stanley and joined Jeff Kobernick as an associate in 1994 while at Morgan Stanley. She holds the Series 7, 63 and 66 securities licenses.
- Senior Wealth Strategy Associate, Relationship Manager
Kevin is a member of our Investment Committee, overseeing the team's investment management research process. His responsibilities include investment due diligence & implementation, macroeconomic research, asset allocation, portfolio construction, and portfolio review and analytics.
Prior to NewEdge, Kevin joined the team back at UBS following his completion of the firm’s two-year analyst program, during which he rotated through a variety of the bank’s investment product and advisory desks. Kevin graduated from Bucknell University in 2015 with a B.S. in Global Management (International Business). He currently lives in New York City and holds Series 7 and 66 securities licenses. In his free time, Kevin is an avid fan of New York sports and live music.
- Wealth Strategy Associate
- Planning and Lending Specialist
Ryan’s primary responsibility is supporting the team’s financial planning efforts, including investment planning, exit planning strategies, cash flow analytics, philanthropy, insurance, and estate and retirement planning strategies. In addition, Ryan covers our lending practice by assisting clients with security backed loans, mortgages, and private equity loan facilities. He began his career at UBS Wealth Management prior to joining NewEdge.
Ryan graduated from Trinity College in 2016 with a B.A. in Political Science where he also played lacrosse. Outside of work he enjoys skiing, mountaineering, golf, and endurance sports. Ryan has successfully summited Mt. Rainier, Mt. Kilimanjaro, Mt. Aconcagua, and Mt. Elbrus. He uses endurance sports as a platform to raise money for the Christopher and Dana Reeve Foundation and also sits on a junior board of the non-profit organization Save the Children.
He currently resides in New York City and is a Chartered Retirement Planning Counselor (CRPC®), an Accredited Wealth Management Advisor (AWMA®), and holds Series 7 and 66 licenses. Ryan also holds a NY Life, Health, and Accident insurance license.
- Wealth Strategy Analyst
Ben joined the team in 2020, following his completion of the UBS Graduate Talent Program. Ben's responsibilities include investment due diligence, portfolio review and analytics, and alternative investment research and account administration. Prior to joining NewEdge Wealth, Ben was with the team at UBS Private Wealth Management, following two years in the firm's GTP analyst program, where he rotated across various product and advisory desks.
Ben graduated from the Pennsylvania State University in 2018 with a B.S. in Finance and B.S. in Economics, receiving summa cum laude and magna cum laude honors, respectively. He currently lives in New York City and holds Series 7 and 66 securities licenses. In his free time, Ben enjoys reading and vintage/thrift shopping.
- Executive Assistant
- Events Specialist
Raegan joined our team in 2018 and has a background in business management. Her responsibilities include client service, event planning, and account administration. In addition, she partners with our private bank for capital call administration. Raegan graduated from Coastal Carolina University in 2016 with a B.S. in economics and a minor in pre-law. She lives in New York City and is currently studying for her Series 7 and 66 licenses.