NewEdge Wealth Names Cameron Dawson as Chief Investment Officer – Dynamic thought leader boosts firm’s investment program to support family office and institutional clients
The ultra high net worth wealth management firm further bolsters its ‘wealth’ of experience by welcoming eight new team members to its headquarters STAMFORD, Conn. – April 29, 2022 - NewEdge Wealth, LLC, a registered investment adviser specializing in ultra...
NewEdge Advisors adds $1 billion in assets under advisement with five new advisor teams. NEW ORLEANS--(BUSINESS WIRE)--NewEdge Advisors, LLC, a leading New Orleans-based RIA supporting successful independent financial advisors nationwide, announced today that...
NewEdge is pleased to announce that it has added an 11-person advisory team to its rapidly growing firm ultra high net worth division, NewEdge Wealth. The veteran team, based out of Coral Gables, FL, is led by Ghislain Gouraige, CEPA®, Jared Kaplan, Claudio Ravinet, CEPA®, Michael Weinberg and Michelangelo Dooley, CFP®.
NewEdge Advisors, LLC, a leading New Orleans-based RIA supporting over 200 independent financial advisors nationwide, added 12 advisors across five teams with $834 million in assets under advisement in the fourth quarter alone.
NewEdge Capital Group, LLC announced today that Robert J. McCann has joined the firm and will serve as an active Co-Chairman. With four decades of experience, Mr. McCann’s proven track record of executive leadership and delivering organic growth will propel NewEdge Capital Group’s mission of supporting successful advisors in the pursuit of the optimal client experience.
Launch of NewEdge Capital Group brings together EdgeCo Holdings’ wealth management companies under one brand name
Newly-formed RIA firm to expand EdgeCo’s wealth management footprint with a focus on serving ultra-high-net-worth, family office and institutional clients
EdgeCo Holdings, L.P. announced today it has entered into a definitive agreement with Goss Advisors, a leading New Orleans-based RIA supporting independent financial advisors nationwide. Goss will join EdgeCo’s wealth division, which includes the wealth management operations of Mid Atlantic Capital Group, Inc. (“Mid Atlantic”).