James Berquist

As Principal, James provides ongoing comprehensive analysis of his client’s portfolios.

James began his career at Merrill Lynch as an account executive before joining E.F. Hutton, which was acquired by Shearson Lehman Brothers. During his tenure with these firms, James was responsible for the development and implementation of investment and marketing strategies, along with corporate development planning, portfolio management and individual investment counseling.

James then went on to serve as Senior Vice President in the Asset Management Division of Mid Atlantic Capital Group, where he was responsible for the development and maintenance of client relationships. He also provided technical and fundamental research on marketable securities with a particular emphasis on fixed income securities. Most recently, prior to joining NewEdge Wealth, James was Vice President and Principal at Strategic Wealth Management Group and played a pivotal role in the founding of the business.

James graduated from Columbia University and currently resides in Peters Township, PA with his family. He is involved in various civic activities, including serving as a current Board Member of The Samaritan Foundation and prior Board Member of Peters Township Council for 16 years.