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NewEdge Wealth


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.


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Paul Schneider
CEO, NewEdge Capital Group & COO, EdgeCo Holdings
Chris Broussard
Chief Marketing Officer
Cameron Dawson
Chief Investment Officer
David J. Schnier
General Counsel & CCO
Erin Fischer Timmerman
VP & General Counsel, EdgeCo Holdings
John Straus Jr.
Partner & Co-Founder
Walter Granruth III
Partner & Co-Founder
Louis Bell
Jamie Wolff
Danielle Brown
Principal, NewEdge Wealth Operations
Jay Peters
Principal, Portfolio Strategy
Kelly Donnelly
Supervising Principal & Compliance Officer
Patrick Dwyer
Managing Director
Karen Glassman
Managing Director
Glen Mintz
Managing Director & Portfolio Manager
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 Down
EVP, NewEdge Capital Group & President, NewEdge Securities
Kyle Smith
SVP, Product Management
Jean Sesler
SVP, Operations
Alexandra Meyers
VP, Transition Management
Scott Baer
VP, Trading
Nicole O’Connell
VP & Asset Movement and Control
Kipp Visi
VP, Banking & Lending
Anna Reyes
VP, Senior Supervising Principal
Jonathan Heines
VP, Advisory Solutions
Jeff Cherkas
VP, Trader
Lauren Detering
VP, Wealth Strategy
Bill Englis
Head of Research
Mary Jo Totten
Director, Human Resources
Jenna Engelhardt
Systems Administrator
Raegan Kaufman
Executive Assistant & Events Specialist
Fabiola Previzi
Executive Assistant

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