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Jeffrey Kobernick

Managing Partner & Co-Founder

Jeff specializes in creating comprehensive asset management strategies with an emphasis on producing tailored fixed income portfolios. Prior to co-founding NewEdge Wealth, Jeff was a Managing Director at UBS. He has worked in the financial services industry for over 30 years holding prior positions as a Managing Director at Lehman Brothers and a...


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Roles at NewEdge Wealth

  • Managing Partner & Co-Founder

    Current role


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