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NewEdge Wealth


Org chart

David Down
Group COO
Chris Broussard
Chief Marketing Officer
David J. Schnier
General Counsel & CCO
John Straus Jr.
Partner & Co-Founder
Jean Sesler
SVP, Operations
Mary Jo Totten
Human Resources Manager
Walter Granruth III
Partner & Co-Founder
Patrick Dwyer
Managing Director
Blanca Sanabria
VP Client Relationship Specialist
Karen Glassman
Managing Director
Glen Mintz
Managing Director & Portfolio Manager
Susan Kim
VP, Relationship Manager
Jay Peters
VP & Relationship Manage
Jeff Cherkas
VP, Client Relationship Specialist
Kevin Miller
Senior Wealth Strategy Associate & Relationship Manager
Jason Fay
Financial Advisor
Andrew Knight
Business Development Associate
Alec Zager
Business Development Associate
Danielle Brown
VP & Team Administrator
Francisco Perez
VP & Client Relationship Specialist
Sunita Cenci
Director, Client Service Manager
Elias Colorado
Director, Operations
Laureen Brandin
Team Administrator
Alessandra Mutone
Senior Client Relationship Associate
Travis Aldridge
Portfolio Manager
Ryan Cholnoky
Wealth Strategy Associate & Planning and Lending Specialist
Raegan Kaufman
Executive Assistant & Events Specialist
Benjamin Lope
Wealth Strategy Analyst
Lauren Detering
Wealth Strategist
Brian Peters
Client Services Associate
Jorge Carbajal
Wealth Account Specialist
John Fox
Rick Hollmann
Managing Director, Head of Advisory Solutions
Kyle Smith
SVP, Product Management
Jonathan Heines
VP, Investments & Capital Markets
Alexandra Meyers
VP, Transition Management
Nicole O’Connell
VP & Asset Movement and Control
Scott Baer
VP, Trading
Melissa Geertz
VP, Marketing
Kelly Donnelly
Supervising Principal & Compliance Officer
Heather Weeks
Creative Director
Elizabeth Kip
Marketing Manager
Chloe Morgan
Communications Manager
Katherine Stucky
Marketing Communications Coordinator
Jenna Engelhardt
Systems Administrator
John Moody
CEO, EdgeCo Holdings
Charles A. Warden
Founder & Chairman & Mid Atlantic Capital Group, Director, EdgeCo Holdings
Paul Schneider
COO, EdgeCo Holdings
Tim Friday
President, EdgeCo Holdings
Joseph F. Banco
CFO, EdgeCo Holdings
Kevin Thompson
Chief Administrative Officer, EdgeCo Holdings
Erin Fischer Timmerman
VP & General Counsel, EdgeCo Holdings
Bob Drelick
Chief Information Officer, EdgeCo Holdings

Board & Advisors

Thomas Lee

People not yet in org chart

Shawn P. McCormick
VP & Product Management
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