Leadership Team


The NewEdge Wealth leadership team has a wealth of experience in the financial industry, with members having worked at companies such as Mid Atlantic Capital Group, Inc., NewEdge Capital Group, Fiducia Group, LLC, UBS, Morgan Stanley, and Bear Stearns, A Division of JP Morgan. They also have a wide range of educational backgrounds, including degrees in finance, marketing, taxation, and economics from Duquesne University, University of San Francisco - Masagung Graduate School of Management, Boston College, James Madison University, and the University of Pittsburgh.

Team members

Alessandra Mutone

VP, Client Service

Alexandra Meyers

VP, Transition Management

Anna Reyes

VP, Senior Supervising Princip...

Ariel Harary

VP, Client Service

Bill Englis

Head of Research

Cameron Dawson

Chief Investment Officer

Chris Broussard

Chief Marketing Officer

Claudio Ravinet

Managing Director

Danielle Brown

Principal, NewEdge Wealth Oper...

David Down

EVP, NewEdge Capital Group & P...

David J. Schnier

General Counsel & CCO

Erin Fischer Timmerm...

VP & General Counsel, EdgeCo H...

Fabiola Previzi

Executive Assistant

Francine Salerno

VP, Client Service

Frank Ackerman

Managing Director

Ghislain Gouraige


Glen Mintz

Managing Director & Portfolio ...

Jamie Wolff


Jared Kaplan


Jay Peters

Principal, Portfolio Strategy

Jean Sesler

SVP, Operations

Jeff Cherkas

VP, Trader

Jeffrey Kobernick

Managing Partner & Co-Founder

Jenna Engelhardt

Systems Administrator

John Straus Jr.

Partner & Co-Founder

Jonathan Heines

VP, Advisory Solutions

Karen Glassman

Managing Director

Kelly Donnelly

Supervising Principal & Compli...

Kipp Visi

VP, Banking & Lending

Kyle Smith

SVP, Product Management

Laureen Brandin

VP, Client Service

Lauren Detering

VP, Wealth Strategy

Louis Bell


Marc Levitt


Mary Jo Totten

Director, Human Resources

Michael Weinberg

Managing Director

Michaelangelo Dooley


Nicole O’Connell

SVP, Asset Movement & Control

Patrick Dwyer

Managing Director

Paul Schneider

President, NewEdge Capital Gro...

Paula Gruber

VP, Client Service

Raegan Kaufman

Executive Assistant & Events S...

Rick Hollmann

Managing Director, Head of Adv...

Robert James Lee

VP, Wealth Advisor

Robert Sechan

Managing Partner & Co-Founder

Robin Petty

Managing Director, Head of Wea...

Scott Baer

VP, Trading

Stephen Bell

Managing Director

Susan Kim

VP, Wealth Advisor

Walter Granruth III

Partner & Co-Founder