Jason Catlender

Principal, Business Development at NewEdge Wealth

Manager

View in org chart

About

As Principal, Business Development, Jason leads the business development efforts for the firm – recruiting and working with prospective ultra high net worth advisors and teams to assess whether joining NewEdge is the right move for them and their clients.


Jason has over 25 years of experience, holding previous vice presidential positions at LPL Financial, Bank of America, Merrill Lynch and J.P. Morgan. He received a B.A. degree in economics and business administration from the University of New Hampshire. He also maintains his Series 7, 65, 6, and 63 licenses.


Jason is from Amherst, NH and currently resides in Scituate, MA. In his free time, he enjoys skiing, boating, fishing and biking.

Links

Timeline

  • Principal, Business Development

    Current role

View in org chart