NewEdge Advisors, LLC announced today that former LPL Financial Executive Vice President Steve Pirigyi has joined the firm as President and Jeff Cutler has been appointed to the newly created Chief Experience Officer and Managing Partner role.
NewEdge Capital Group, LLC, is pleased to announce it has been named by Forbes to its ranking of America’s Top RIA Firms. This inaugural ranking of independent advisory companies is based on assets under management by the firms, revenue trends, compliance records, industry experience and other metrics.
NewEdge Capital Group, LLC, is pleased to announce it has been named to the Barron’s Top 100 RIA Firms list. This 7th annual ranking of independent advisory companies is based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics.
NewEdge Wealth is pleased to announce that it has added yet another advisory team further extending its national footprint. The veteran three-person team, based out of Manhattan Beach, CA, is led by Muzaffar (Mark) Ahmed and Justin Reese, CFP®.
NewEdge Wealth has appointed Jason Catlender as Principal, Business Development. In his new role, Mr. Catlender will work with prospective ultra high net worth advisors and teams to assess whether joining NewEdge is the right move for them and their clients.
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.