NewEdge Wealth
- Teams
- Leadership Team
Leadership Team
About
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
Director of Transitions, NewEd...
Ariel Harary
VP, Client Service
Cameron Dawson
Chief Investment Officer
Chris Broussard
Chief Marketing Officer
Claudio Ravinet
Managing Director
Danielle Brown
Managing Director, NewEdge Wea...
David Down
EVP
Fabiola Previzi
Executive Assistant
Francine Salerno
VP, Client Service
Frank Ackerman
Managing Director
Ghislain Gouraige
Partner
Glen Mintz
Managing Director & Portfolio ...
Jamie Wolff
Principal
Jared Kaplan
Partner
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
Laureen Brandin
VP, Client Service
Lauren Detering
VP, Wealth Strategy
Louis Bell
Partner
Marc Levitt
Partner
Mary Jo Totten
Director, Human Resources
Michael Weinberg
Managing Director
Michaelangelo Dooley
Principal
Nicole O’Connell
SVP, Custody Asset Movement & ...
Patrick Dwyer
Managing Director
Paula Gruber
VP, Client Service
Raegan Kaufman
VP, Client Service
Rick Hollmann
Managing Director & Head of Ad...
Robert James Lee
VP & Wealth Advisor
Robert Sechan
Managing Partner & Co-Founder
Robin Petty
Managing Director & Head of We...
Scott Baer
VP, Trading
Stephen Bell
Managing Director
Susan Kim
VP, Wealth Advisor
Walter Granruth III
Partner & Co-Founder
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