NewEdge Capital Group announced today that the firm reported record 2022 growth in client assets and advisor teams. The firm is headquartered in Pittsburgh and oversees $32 billion in total client assets.
Kyle Bass, Steven Einhorn Join NewEdge Wealth Investment Advisory Board
NewEdge Wealth announced that Steven Einhorn, Retired Vice Chairman of Omega Advisors, and Kyle Bass, Co-Founder and CEO of Conservation Equity Management and Founder and Chief Investment Officer of Hayman Capital Management, have joined the firm’s Investment Advisory Board.
NewEdge Advisors Appoints Steve Pirigyi as President to Lead Its Next Phase of Growth
NewEdge Advisors 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 Named by Forbes to its Ranking of America’s Top RIA Firms
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 Named To Barron’s 2022 Top 100 RIA Firms List
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 Expands Coast to Coast with Southern California Addition
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 Expands Business Development Team in Response to Advisor Demand
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
NewEdge Wealth Names Cameron Dawson as Chief Investment Officer – Dynamic thought leader boosts firm’s investment program to support family office and institutional clients
NewEdge Wealth Is Growing (Again)
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 Continues Recruitment Energy in First Quarter
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...