A Wall Street legend, Lee Cooperman spent his first 22 years with Goldman in the Investment Research Department as partner-in-charge, co-chairman of the Investment Policy Committee and chairman of the Stock Selection Committee. In 1989, he became chairman and chief executive officer of Goldman Sachs Asset Management and was chief investment officer of the equity product line including managing the GS Capital Growth Fund. In 1991, after retiring from Goldman, Lee organized a private investment partnership, Omega Advisors, Inc. a hedge fund that gained a reputation for its strong performance.

J is the Chief Financial Officer for NewEdge Capital Group and the Executive Vice President of Finance of EdgeCo Holdings, LLP. He also serves on the board of directors of three of EdgeCo’s primary operating subsidiaries, NewEdge Securities, LLC – a FINRA registered broker-dealer, American Trust Company – a Tennessee non-depository trust company, and American Trust Custody – a South Dakota non-depository trust company.

Joe joined the company in 1996; he is responsible for the supervision of the finance and accounting functions, as well as all financial regulatory reporting. He serves as the Financial Operations Principal of the broker-dealer. Prior to joining NewEdge, Joe was a manager in the audit division of Arthur Andersen LLP. Joe received a Bachelor of Business Administration degree in Accounting from Wheeling Jesuit College in 1988 and is also a member of the American Institute of Certified Public Accountants.

Charles has a long-standing history in the financial services industry. As founder of Mid Atlantic Capital Group, Inc. and its affiliates, he helped launch what consists of NewEdge Capital Group today. In 1990, Charles founded Pennsylvania Capital Bank (now part of Huntington Bancshares). In 1995, he co-founded Mid Atlantic Institutional Shares, which grew to one of the nation’s largest money fund networks and mutual fund trading platforms and was acquired by Sungard. Mr. Warden was also co-founder of Mid Atlantic Financial Platforms, which is known today as Mid Atlantic Trust Company.

Charles holds a B.S. in Engineering from the University of Pittsburgh and an MBA from the Joseph M. Katz Graduate School of Business at the University of Pittsburgh.

Scott began his career in the finance industry in 1992 as a financial consultant. He began his Trading career in 1997 with Dreyfus Investment Services and was there three years when he accepted a Trader position with Mid Atlantic Capital Corp in early 2000. His Career at Mid Atlantic progressed into Sr. Equity Trader and onto Vice President where he now serves as Team Leader and manager of the MACC Trading Workgroup. Scott earned his BA degree in finance in 1991 from Robert Morris College. He is a Registered Representative with Mid Atlantic Capital Corp. and holds the Series 7, 63, 55 and 24 licenses.

Nicole serves as VP, Custody Asset Movement & Control, where she oversees her department’s cash movement activities via ACH, wire transfer, check and journal, as well as internal and customer automated cash processing functions initiated via Mid Atlantic’s TNS system. In addition, she oversees asset movement via ACATS, physical transfer, and DTCC transfer processes. As part of Mid Atlantic’s customer cash disbursement services, Nicole’s oversees Federal and state tax withholding and reporting functions. Nicole received her B.A. from University of Pittsburgh. She is also a Certified IRA Specialist.

As the Chief Marketing Officer Chris leads all the marketing efforts across NewEdge Capital Group. He has been involved in financial services marketing and publishing for almost 25 years – having held senior-level positions with financial publishers, financial services corporations and providing marketing support and consulting services to financial institutions and independent financial advisors. Prior to joining NewEdge, he was the Chief Marketing Officer and President of Tematica Research, LLC a thematic equity research and custom index provider. Earlier in his career, Chris was the Vice President and Chief Digital Officer for Eagle Publishing, Vice President of Marketing for Morgan Stanley Online and the Vice President of Marketing for FOLIOfn.

Alex currently serves as the company’s go-to person for our advisor group clientele. As both the Advisor Group Transition Manager as well as the Relationship Manager, she is responsible not only for on-boarding new advisor representatives but also for familiarizing them with all that the platform has to offer to simplify their day-to-day processes. Alex strives to create an all-around positive experience for our advisor group clientele by ensuring all questions and concerns are addressed and resolved in a timely fashion. Alex received her Bachelor of Arts degree in Finance from Duquesne University in Pittsburgh PA.

Shawn leads New Edge Wealth’s investment solutions and product platform. Prior to joining NewEdge Wealth he was a partner of The Private Wealth Partner (PWP) where he was responsible for all product development. He joined PWP from Snowden Lane Partners, an independent wealth advisory firm. In that role, he was Vice President and Director of Investment Solutions, responsible for the development and implementation of the investment solutions platform, including managed account programs, third-party research, private banking solutions and insurance. He worked previously at Merrill Lynch, Pierce, Fenner & Smith as a senior financial analyst covering ultra-high net worth clients, and at T. Rowe Price Group, where he was a retirement specialist. Shawn holds a Bachelor of Business Administration and a Master of Science in Finance from Loyola University Maryland.

Mr. Smith oversees advisor services, which includes investment management research, development and management of proprietary advisor-facing programs and services, advisor support services and customer data management and reporting. Mr. Smith rejoined Mid Atlantic in January 2005 after resigning in 2000 to serve as Chief Investment Officer of Longboat Capital Management. While at Longboat, Mr. Smith focused primarily on the firm’s hedge fund investment portfolios. Prior to Longboat, Mr. Smith served as a Vice President with MACG, in its product management area. Mr. Smith became licensed as a Certified Public Accountant while employed at the start of his career with the international accounting firm of Arthur Young. Mr. Smith received his B.S. Degree in Business Administration and Accounting from the University of Pittsburgh in 1986. He is a Registered Representative of the broker-dealer and holds the Series 3, 7, 24 and 63 securities licenses.

Mr. Down serves as an Executive Vice President of NewEdge Capital Group and President of NewEdge Securities. From 1997 to 2018, he served as President and board member of Mid Atlantic Capital Group. He has been with the company since 1987. From 1997 to 2004, he served as the executive in charge of the asset management division, where he was responsible for research, development of proprietary investment programs, financial analysis, client reporting and operations and trading supervision. He also serves on the board of directors of Mid Atlantic Trust Company. Mr. Down is also President of Stonehaven Capital Management, LLC.

Mr. Down earned his Bachelor of Arts degree in Economics and Business (dual major) from the University of Pittsburgh. He earned his Master’s degree in Business Administration (with an emphasis in finance) from the University of Miami.

John is the President of one of NewEdge Capital Group’s subsidiaries, NewEdge Wealth. Prior to joining NewEdge, John was a Founder and Managing Partner of The Private Wealth Partners, which was acquired by EdgeCo Holdings to deliver the technology, investment solutions, private wealth management expertise and operational support for NewEdge Capital Group.

Earlier in his career, John led several major private wealth management firms and businesses. He was a Managing Director and Head of Private Wealth Management at UBS Wealth Management and Chairman of UBS Private Bank Americas. John also served as a Managing Director and Head of Private Banking in the United States for J.P. Morgan and as a Managing Director and Head of Private Wealth Management in the Americas for Morgan Stanley. Earlier in his career John was a trader at Salomon Brothers where he was the Head of Municipal Arbitrage and Municipal Trading.

John received his Bachelor of Sciences degree in finance with honors from Boston College and his MBA from DePaul University.

Raegan joined our team in 2018 and has a background in business management. Her responsibilities include client service, event planning, and account administration. In addition, she partners with our private bank for capital call administration. Raegan graduated from Coastal Carolina University in 2016 with a B.S. in economics and a minor in pre-law. She lives in New York City and is currently studying for her Series 7 and 66 licenses.

Ben joined the team in 2020, following his completion of the UBS Graduate Talent Program. Ben’s responsibilities include investment due diligence, portfolio review and analytics, and alternative investment research and account administration. Prior to joining NewEdge Wealth, Ben was with the team at UBS Private Wealth Management, following two years in the firm’s GTP analyst program, where he rotated across various product and advisory desks.

Ben graduated from the Pennsylvania State University in 2018 with a B.S. in Finance and B.S. in Economics, receiving summa cum laude and magna cum laude honors, respectively. He currently lives in New York City and holds Series 7 and 66 securities licenses. In his free time, Ben enjoys reading and vintage/thrift shopping.

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Ryan’s primary responsibility is supporting the team’s financial planning efforts, including investment planning, exit planning strategies, cash flow analytics, philanthropy, insurance, and estate and retirement planning strategies. In addition, Ryan covers our lending practice by assisting clients with security backed loans, mortgages, and private equity loan facilities. He began his career at UBS Wealth Management prior to joining NewEdge.

Ryan graduated from Trinity College in 2016 with a B.A. in Political Science where he also played lacrosse. Outside of work he enjoys skiing, golf, and endurance sports. Ryan also has a passion for mountaineering and has successfully summitted several domestic and international peaks, including Mt. Rainier, Mt. Kilimanjaro, Mt. Aconcagua, and Mt. Elbrus.

He currently resides in New York City and is a Chartered Retirement Planning Counselor (CRPC^®), an Accredited Wealth Management Advisor (AWMA^®), and holds Series 7 and 66 licenses. Ryan also holds a NY Life, Health, and Accident insurance license.

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Kevin is a member of our Investment Committee, overseeing the team’s investment management research process. His responsibilities include investment due diligence & implementation, macroeconomic research, asset allocation, portfolio construction, and portfolio review and analytics.

Prior to NewEdge, Kevin joined the team back at UBS following his completion of the firm’s two-year analyst program, during which he rotated through a variety of the bank’s investment product and advisory desks. Kevin graduated from Bucknell University in 2015 with a B.S. in Global Management (International Business). He currently lives in New York City and holds Series 7 and 66 securities licenses. In his free time, Kevin is an avid fan of New York sports and live music.

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Blanca is the most senior associate on our team and is responsible for all aspects of client service, operations and account administration. She began her investment career in 1983 with Morgan Stanley and joined Jeff Kobernick as an associate in 1994 while at Morgan Stanley. She holds the Series 7, 63 and 66 securities licenses.

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Frank focuses on client reporting, trading, asset allocation and account administration. Prior to NewEdge Wealth, Frank was a Wealth Strategy Associate at UBS and a Client Service Associate at Lehman Brothers. Frank started his career at U.S. Trust as a Client Relationship Associate in the fixed income division. He received his B.A. from Columbia University, with a major in history and minor in psychology. He holds Series 7, 63 and 66 securities licenses.

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Danielle focuses on client service, portfolio management support and account administration. She began her investment career at Morgan Stanley in 1998. Danielle received a B.A. in economics from Hamilton College. She holds Series 7, 63 and 66 securities licenses.

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Jay has been a member of our team since 2010 and as the team’s principal investment strategist, Jay primarily advises institutional and individual clients on asset allocation, portfolio construction, investment implementation, and serves as co-manager of our discretionary investment portfolios.

Prior to joining NewEdge Jay worked at UBS Private Wealth Management for ten years where he served in a variety of investment advisory roles, becoming a financial advisor in 2018. At UBS Jay completed both the Private Wealth Advisor accreditation and Endowment & Foundation Consultant accreditation programs.

Jay graduated with a B.A. in History from Trinity College in 2008. He has been a CFA® charterholder since 2015 and holds Series 3, 7, and 66 securities licenses.

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John provides advice around the financial and estate planning considerations that drive an investment management mandate. His clients include private equity professionals, corporate executives, business owners and entrepreneurs of both early and late stage companies. John has earned his CERTIFIED FINANCIAL PLANNER™ designation, which is considered one of the most widely recognized credentials in the financial industry.

John graduated from St. Lawrence University and lives in Darien, CT with his wife and two children. He enjoys skiing, woodworking, building fishing rods and being on the water.

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Walter has the primary responsibility for maintaining relationships with our private equity clients and for managing capital market solutions for our clients. Before joining the group, Walter worked for several years in the Financial Sponsors Group of the UBS Investment Bank, where he covered a select list of private equity firms. Prior to UBS, Walter worked in the Mergers & Acquisitions Group of Donaldson, Lufkin & Jenrette and Credit Suisse.

Walter graduated from Washington & Lee University with a B.A. in economics and received his M.B.A. from the University of Virginia. He lives in Greenwich, CT, with his wife and three children. Walter enjoys boating, racquet sports and golf.

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Jeff specializes in creating comprehensive asset management strategies with an emphasis on producing tailored fixed income portfolios. Prior to co-founding NewEdge Wealth, Jeff was a Managing Director at UBS. He has worked in the financial services industry for over 30 years holding prior positions as a Managing Director at Lehman Brothers and an Executive Director at Morgan Stanley. Jeff has appeared on Fox Business News, been quoted in The Wall Street Journal and Barron’s, and serves as a guest lecturer at Concordia University’s Molson School of Business and Vanderbilt University. He has been recognized by Barron’s, Forbes, and The Financial Times as a Top Wealth Advisor.

Jeff received his Bachelor of Commerce in Accounting from Concordia University and his M.B.A. from New York University Stern School of Business. He and his wife have twins and reside in Glen Ridge, NJ. Jeff enjoys golf, skiing and collecting art and wine. His philanthropic interests include Big Brothers, American Corporate Partners and Friends of Concordia University, as well as having served as a multi-term elected official on the Glen Ridge Board of Education.

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