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

Paul Schneider

Tyler Cruikshank

Dustin Bernardi

Sharon Dustin

Jennifer Holloway

Chelsea Bell

Angela Brown

James Sears

Tracy S.

Jason Hoffman

Christopher Balcer

David Jones

Erin Fischer Timmerman

Michael Blumstein

Brent Hutcheson

Chris Broussard

Information Technology Team

Finance and Accounting

Leadership Team

Human Resources Team

Business Analysis and Project Management

Marketing Team

Legal Support Team

Teams at EDGECo Holdings, LP