Founding Team


The founding team at NewEdge Wealth has a long history of experience in the financial industry. They have worked as private wealth advisors, analysts, executive directors, and investment bankers. They have also held positions at some of the biggest names in the industry, including UBS, Brown Brothers Harriman, and Donaldson, Lufkin & Jenrette. In addition to their extensive experience, the team is also highly educated, with degrees from Washington and Lee University and other prestigious institutions.