The Team

Our Portfolio Is Our People

Leadership

Jeff Kobernick

Jeffrey Kobernick

Managing Partner /
Co-Founder

Rob Sechan

Robert Sechan II

Managing Partner /
Co-Founder

John Straus, Sr.

John Straus, Sr.

President

John Straus Jr

John Straus, Jr., CFP®

Partner /
Co-Founder

David J. Schnier, Esq.

David Schnier

General Counsel /
Chief Compliance Officer

David Down

David Down

Group COO

Rick Hollmann

Rick Hollmann, CFA®

Managing Director /
Head of Advisory Solutions

Danielle Brown

Danielle Brown

Vice President /
Team Administrator

Advisors

Jeff Kobernick

Jeffrey Kobernick

Managing Partner /
Co-Founder

Rob Sechan

Robert Sechan II

Managing Partner /
Co-Founder

Walter Granruth

Walter Granruth III

Partner / Co-Founder

John Straus Jr

John Straus, Jr., CFP®

Partner / Co-Founder

Patrick Dwyer

Patrick Dwyer

Managing Director

Karen Glassman

Karen Glassman

Managing Director

Glen Mintz

Glen Mintz

Managing Director / Portfolio Manager

Frank Ackerman

Frank Ackerman

Senior Vice President

Susan Kim

Susan Kim, CFA®

Vice President, Relationship Manager

Jay Peters

Jay Peters, CFA®

Vice President, Relationship Manager

Jeff Cherkas

Jeff Cherkas

Vice President,
Client Relationship Specialist -Trader

Kevin Miller

Kevin Miller

Senior Wealth Strategy Associate /
Relationship Manager

Jason Fay

Jason Fay

Financial Advisor

Andrew Knight

Andrew Knight

Business Development Associate

Alec Zager

Alec Zager

Business Development Associate

Trusted Associates

Danielle Brown

Danielle Brown

Vice President / Team Administrator

Blanca Sanabria

Blanca Sanabria

Vice President / Client Relationship Specialist

Francisco Perez

Francisco Perez

Vice President / Client Relationship Specialist

Sunita Cenci

Sunita Cenci

Director, Client Service Manager

Elias Colorado

Elias Colorado

Director, Operations

Laureen Brandin

Laureen Brandin

Team Administrator

Alessandra Mutone

Alessandra Mutone

Senior Client Relationship Associate

Raegan Kaufman

Raegan Kaufman

Executive Assistant / Event Specialist

Brian Peters

Brian Peters

Client Relationship Specialist

Jorge Carbajal

Jorge Carbajal

Wealth Account Specialist

John Fox

John Fox

Analyst

Investment Team

Rob Sechan

Robert Sechan II

Managing Partner /
Co-Founder

Jeff Kobernick

Jeffrey Kobernick

Managing Partner /
Co-Founder

Rick Hollmann

Rick Hollmann, CFA®

Managing Director /
Head of Advisory Solutions

Glen Mintz

Glen Mintz

Managing Director /
Portfolio Manager

Jonathan Heines

Jonathan Heines

Vice President, Investments and Capital Markets

Jay Peters

Jay Peters, CFA®

Vice President, Relationship Manager

Jeff Cherkas

Jeff Cherkas

Vice President, Client Relationship Specialist - Trader

Kevin Miller

Kevin Miller

Senior Wealth Strategy Associate /
Relationship Manager

Travis Aldridge

Travis Aldridge, CFA®

Portfolio Manager

Benjamin Lope

Benjamin Lope

Wealth Strategy Analyst

Wealth Strategy Team

John Straus Jr

John Straus, Jr., CFP®

Partner, Co-Founder

Ryan Cholnoky

Ryan Cholnoky

Wealth Strategy Associate /
Planning and Lending Specialist

Lauren Detering

Lauren Detering, CFP®

Wealth Strategist

Marketing Team

Chris Broussard

Chris Broussard

Chief Marketing Officer

Melissa Geertz

Melissa Geertz

Vice President, Marketing

Heather Weeks

Heather Weeks

Creative Director

Elizabeth Kip

Elizabeth Kip

Marketing Manager

Chloe Morgan

Chloe Morgan

Communications Manager

Kate Stucky

Katherine Stucky

Marketing Communications Coordinator

Platform Solutions

Rick Hollmann

Rick Hollmann, CFA®

Managing Director /
Head of Advisory Solutions

Kyle Smith

Kyle Smith

Senior Vice President, Product Management

Jonathan Heines

Jonathan Heines

Vice President, Investments and Capital Markets

Jean Sesler

Jean Sesler

Senior Vice President, Operations

Alexandra Meyers

Alexandra Meyers

Vice President, Transition Management

Nicole O’Connell

Nicole O’Connell

Vice President, Asset Movement and Control

Scott Baer

Scott Baer

Vice President, Trading

Mary Jo Totten

Mary Jo Totten

Human Resources Manager

Kelly Donnelly

Kelly Donnelly

Supervising Principal and Compliance Officer

Jenna Engelhardt

Jenna Engelhardt

Systems Administrator

Investment Advisory Board

Lee Cooperman

Leon "Lee" Cooperman

Chairman and CEO of Omega Advisors

Chris Broussard

Thomas Lee

Managing Partner and the Head of Research at Fundstrat Global Advisors

Robert Matza

Robert Matza

Retired President/Partner of GoldenTree Asset Management

Brian Rauscher Fundstrat

Brian Rauscher

Managing Director and Head of Global Portfolio Strategy at Fundstrat Global Advisors

Rob Sechan

Rob Sechan

Founder & Managing Partner, NewEdge Wealth

John Straus, Sr.

John Straus

President, NewEdge Wealth

EdgeCo Holdings Executives

NewEdge is part of EdgeCo Holdings, an organization that administers over $160 billion in assets. EdgeCo has a 40-year history of providing first-class custody, brokerage, trade processing and technology-enabled financial solutions. NewEdge leverages EdgeCo’s 130 back-office employees to support our operational and technology platforms.

John Moody, CEO EdgeCo Holdings

John Moody

Chief Executive Officer / EdgeCo Holdings

Charles A. Warden

Charles A. Warden

Founder & Chairman / Mid Atlantic Capital Group, Director / EdgeCo Holdings

Paul Schneider

Paul Schneider

Chief Operating Officer / EdgeCo Holdings

Tim Friday

Tim Friday

President / EdgeCo Holdings

Joseph F. Banco

Joseph F. Banco

Chief Financial Officer

Kevin Thompson

Kevin Thompson

Chief Administrative Officer / EdgeCo Holdings

Erin Fischer Timmerman

Erin Fischer Timmerman

Vice President and General Counsel

Bob Drelick

Bob Drelick

Chief Information Officer