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NewEdge Wealth

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NewEdge Wealth is a wealth management business delivering best in class resources and solutions designed to meet the changing needs of ultra-high-net-worth, family office and institutional clients.

Industries

Investment Management

Headquarters

Darien, United States

Employees

51-200

Links

Org chart

Dale Schroeder
Managing Director
Blaine Minton
Partner
Kirsten Tuzzo
Partner
Chris Broussard
Chief Marketing Officer
Cameron Dawson
Chief Investment Officer
John Straus Jr.
Partner & Co-Founder
Walter Granruth III
Partner & Co-Founder
Kyle Bass
Co-Founder, CEO, Conservation Equity Management & Investment Advisory Board Member
Nicole Davis
Deputy Chief Compliance Officer, NewEdge Wealth & Associate General Counsel, NewEdge Capital Group
Jared Kaplan
Partner
Marc Levitt
Partner
Ghislain Gouraige
Partner
Louis Bell
Partner
Richard Ina
Partner
Kelly Donnelly
Supervising Principal & Compliance Officer
Jamie Wolff
Principal
Michaelangelo Dooley
Principal
James Reese
Principal
Mark Ahmed
Principal
Matthew Remis
Principal
James Berquist
Principal
Michael Bigley
Principal
John Froley
Principal
Hunter Gehring
Principal
Justin Reese
Principal
Aaron Zises
Principal
Liz Gully Laetsch
Principal
Jay Peters
Principal, Portfolio Strategy
Jason Catlender
Principal, Business Development
Ben Emons
Principal & Senior Portfolio Strategist
Patrick Dwyer
Managing Director
Karen Glassman
Managing Director
Glen Mintz
Managing Director & Portfolio Manager
Danielle Brown
Managing Director, NewEdge Wealth Management
Claudio Ravinet
Managing Director
Stephen Bell
Managing Director
Michael Weinberg
Managing Director
Frank Ackerman
Managing Director
Rick Hollmann
Managing Director & Head of Advisory Solutions
Robin Petty
Managing Director & Head of Wealth Strategy
David Symecko
Managing Director, Business Development, NewEdge Advisors
Josh Gully
Managing Director | Family Office
Gregory Pool
Managing Director
Jean Sesler
SVP, Operations
Nicole O’Connell
SVP, Custody Asset Movement & Control
Lauren Detering
VP, Wealth Strategy
Scott Baer
VP, Trading
Kipp Visi
VP, Banking & Lending
VPs, Wealth Advisor
Jonathan Heines
VP, Advisory Solutions
VPs, Client Service
Richard Hurt
VP, Client Service
Jeff Cherkas
Vp, Client Relationship Specialist, Trader
Chloe Reed
VP, Alternative Investments
Alis Lynn Ramirez
VP, Client Service
Raegan Kaufman
VP, Client Service
Ryan Cholnoky
VP, Wealth Strategy
Alyssa Marov
VP, Wealth Strategy
Connor Kirdzik
VP & Wealth Advisor
Mary Jo Totten
Director, Human Resources
Alexandra Meyers
Director of Transitions, NewEdge Capital Group
David Jones
Creative Director
Michelle Debusschere
Director, Client Service
Danielle Schneider
Lead Administrator, Wealth Advisor Solutions
Jenna Engelhardt
Systems Administrator
Fabiola Previzi
Executive Assistant

Board & advisors

Leon Cooperman
Chairman
Thomas Lee
Advisor
Robert Matza
Advisor
John Straus Sr.
Advisor
Steven Einhorn
Investment Advisory Board Member

Teams

+40

Leadership Team

43 members

Offices

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