Robin Petty

Managing Director & Head of Wealth Strategy at NewEdge Wealth

Robin Petty is the managing director and head of wealth strategy at NewEdge Wealth. Robin has over 25 years of experience in the financial services industry.

Robin started their career in 1987 as a research analyst at Options, Inc. Robin then moved to PricewaterhouseCoopers in 1989 where they worked as a PA for two years. In 1992, they joined U.S. Trust, where they spent 15 years working their way up to vice president.

In 2007, Robin left U.S. Trust to join JP Morgan as a vice president. Robin spent a year at JP Morgan before moving to their current role at NewEdge Wealth in 2008.

Robin has a wealth of experience in both the private and public sector. Robin has a deep understanding of the financial markets and is a trusted advisor to their clients.

Robin Petty has a Bachelor of Science in Arts Administration from Wagner College and a degree from New York Law School.

Some of their coworkers include Kyle Smith - SVP, Product Management, Michaelangelo Dooley - Principal, and Bill Englis - Head of Research. Robin Petty reports to Jeffrey Kobernick, Managing Partner & Co-Founder.

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  • Managing Director & Head of Wealth Strategy

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