Technology and Data Management Team

The Technology and Data Management Team at NewEdge Advisors is responsible for overseeing and optimizing the technological infrastructure and data analytics that support the firm’s financial advisors. This team ensures seamless integration of technology solutions to enhance client services, streamline operations, and maintain data integrity, empowering advisors to focus on delivering exceptional client experiences. They play a critical role in developing tools and platforms that facilitate efficient data management and support strategic decision-making across the organization.