For over four decades, EdgeCo Holdings’ companies have provided best-in-class technology-enabled solutions and support services to financial intermediaries and their clients, including Full-Service Retirement Plan Administration, Brokerage, Advisory, and Trust and Custody solutions. EdgeCo is in rapid growth mode, currently expanding operations through its American Trust, Mid Atlantic Trust Company and NewEdge Capital Group divisions. 

Retirement

EDGECo Holdings, LP

EDGECo Holdings, LP's headquarters in Pittsburgh, PA, United States

Paul Schneider

Brent Hutcheson

Mary Jo Totten

Erin Fischer Timmerman

Michael Blumstein

Chris Broussard

The Information Technology Team at EDGECo Holdings is dedicated to developing and maintaining the robust technological infrastructure that supports the company's diverse financial services. This team is responsible for application development, systems integration, network management, and information security, ensuring that operations run smoothly and securely while supporting the company's rapid growth. Through their expertise in technology and collaboration, they enhance efficiency and safeguard sensitive data for the organization and its clients.

Information Technology Team

The Finance and Accounting team at EDGECo Holdings, LP is responsible for managing the company's financial health through meticulous accounting practices, financial analysis, and strategic financial planning. This team plays a critical role in budgeting, forecasting, and financial reporting, ensuring that the organization aligns its financial strategies with its rapid growth objectives across its various divisions. They also support mergers and acquisitions, contributing to informed decision-making that fuels the company's expansion in the financial services sector.

Finance and Accounting

The Leadership Team at EDGECo Holdings, LP is responsible for setting the strategic direction of the company, overseeing operational efficiency, and driving growth across its diverse financial services divisions. This team comprises senior executives who collaborate to enhance market positioning, ensure financial stability, and uphold legal compliance, while fostering a culture of innovation and excellence within the organization.

Leadership Team

The Human Resources Team at EDGECo Holdings, LP is dedicated to attracting, developing, and retaining top talent to support the company's rapid growth and expansion in the financial services sector. This team manages recruitment processes, employee relations, payroll, and HR systems, ensuring compliance and fostering a positive workplace culture. By aligning HR strategies with business objectives, they play a crucial role in enhancing employee engagement and driving organizational success.

Human Resources Team

The Business Analysis and Project Management team at EDGECo Holdings is responsible for driving strategic initiatives and enhancing operational efficiency across divisions. They analyze business needs, manage project timelines, and ensure successful implementation of technology-enabled solutions, ultimately supporting the company’s growth and delivering exceptional service to financial intermediaries and their clients.

Business Analysis and Project Management

The Marketing Team at EDGECo Holdings is responsible for developing and executing innovative marketing strategies to promote the company's diverse financial services. They work collaboratively to enhance brand awareness, engage clients, and generate leads through targeted campaigns. By leveraging market insights and creative solutions, the team aims to support rapid growth across all divisions while ensuring a cohesive brand message in a competitive landscape.

EDGECo Holdings, LP

Org chart

Teams

Information Technology Team

Finance and Accounting

Leadership Team

Human Resources Team

Business Analysis and Project Management

Marketing Team

Offices

EDGECo Holdings, LP

Org chart

Teams

Information Technology Team

Finance and Accounting

Leadership Team

Human Resources Team

Business Analysis and Project Management

Marketing Team

Offices

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