Jeffrey Kobernick

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Steve Pirigyi

President, NewEdge Advisors

Steve serves as President of NewEdge Advisors. He has over 30 years of experience in the financial services industry, including a 24-year career at LPL where he was a vital member of the Business Development team. During his time at LPL, Steve had a great impact in growing the firm from 1500 advisors to 16,000 advisors and retired as Executive Vice President, Business Development. Over the past four years with NewEdge, Steve has served as both President of NewEdge Advisors and as Chief Operating Officer of NewEdge Capital Group and. He is pleased to bring his depth of knowledge back to NewEdge Advisors as President.

Steve graduated from the University of Connecticut with a Bachelor of Science in Finance. He currently resides in San Diego, CA, with his wife of 28 years. Steve is very passionate about travel and has visited over 30 countries across the globe with his family.

Kyle Smith, President of NewEdge Securities

Kyle Smith

President, NewEdge Securities

K is the President of one of NewEdge Capital Group’s subsidiaries, NewEdge Securities, LLC. From 2005 through 2022, he served as Senior Vice President of Mid Atlantic Capital Group, overseeing advisor services, which included investment management research, development and management of proprietary advisor-facing programs and services, advisor support services and customer data management and reporting. From 2000 to 2005, he served as Chief Investment Officer of Longboat Capital Management. While at Longboat, Kyle focused primarily on the firm’s hedge fund investment portfolios. Prior to Longboat, Kyle served as a Vice President with Mid Atlantic Capital Group, in its product management area. Kyle became licensed as a Certified Public Accountant while employed at the start of his career with the international accounting firm of Ernst & Young. Kyle received his Bachelor of Science Degree in Business Administration and Accounting from the University of Pittsburgh.

Neil Turner

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Neil Turner

Chief Revenue and Strategy Officer, NewEdge Capital

Neil is the Chief Revenue and Strategy Officer of NewEdge Capital Group and the Co-Founder of one of its subsidiaries, NewEdge Advisors.

Neil has a strong track record of taking great business ideas and turning them into exceptional companies, such as NewEdge Advisors. After starting his career at JP Morgan, Neil made his way to New Orleans-based technology firm, iSeatz.com, as their Chief Strategy Officer. It was there that he met current business partner, Alex Goss. The two went on to form AdverCar.com before co-founding what is known today as NewEdge Advisors. As Co-Founders, they continue to develop NewEdge Advisors into one of the most advisor-first firms in the nation.

Neil graduated from Kenyon College with a Bachelor of Arts degree in Political Science. He was born and raised in New York City and currently resides in New Orleans. Outside of work, he enjoys running, playing golf and supporting local charities.

Alex Goss

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Alex Goss

Managing Partner, NewEdge Capital | Head of NewEdge Advisors

Alex is the Co-Founder and CEO of NewEdge Advisors and Managing Partner of NewEdge Capital Group. Prior to leading NewEdge Advisors, Alex built the personal advisory practice he ran with his father into Goss Advisors, an $8 billion RIA. Goss Advisors was subsequently acquired by NewEdge Capital Group and rebranded as NewEdge Advisors.

In his role, Alex is fully dedicated to understanding what successful advisors need — and what they don’t. His mission is to give advisors the tools and flexibility to better serve their clients, free from the limitations wirehouses and big banks impose.

Alex graduated from Louisiana State University and moved to New York City, where he worked for the New Orleans-based technology firm iSeatz.com. It was there that he met current business partner Neil Turner, and the two went on to co-found AdverCar.com. After developing the business into a Silicon Valley venture-backed advertising firm, Alex returned to New Orleans to join his father, Jerry Goss, as a financial advisor. From that partnership, the idea that became NewEdge Advisors was born.

Alex lives in New Orleans with his wife, daughter, and two sons. In his free time, he enjoys golf, hunting, and fishing. He is also deeply committed to supporting our nation’s most valuable asset — its youth. Alex serves on the Board of Directors of Son of a Saint, a New Orleans nonprofit that mentors fatherless boys from age 10 through 21, and supports additional organizations focused on education, mentorship, and cultural enrichment for kids in need.

Michael Blumstein, Chief Financial Officer, NewEdge Capital Group

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Michael Blumstein

Chief Financial Officer

As Chief Financial Officer for NewEdge, Mike oversees accounting, finance and human resources functions company-wide. He brings a wealth of Wall Street and growth-company experience to the role as he spent 19 years in sell-side equity research, 15 years as a leading financial services analyst at First Boston and Morgan Stanley, and four years as the latter’s North America equity research director. He reinvented as a CFO in 2004, serving as the first CFO of Gerson Lehman Group, Argus Information, and Oak Hill Advisors, overseeing all aspects of accounting, finance, operations, technology, capital-raising, and controls.

Mike holds an AB in economics from Brown University and an MBA with distinction from Harvard University. He is also a Chartered Financial Analyst®. Since 2013, Mike has served on the New York City Board of Directors of Summer Search, a national youth development organization.

James Jesse NewEdge Capital Group

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James Jesse

CEO & Managing Partner

As Chief Executive Officer of NewEdge Capital Group, James leads the firm’s continued expansion and innovation. Under his leadership, NewEdge is forging the path toward becoming the most exclusive wealth management firm in the world, serving elite advisors and their clients through NewEdge Advisors and NewEdge Wealth.

James brings over 25 years of leadership experience in wealth management, private banking, and capital markets spanning both public and private markets. Most recently, James served as President, Investment Management and Family Office, as well as Group Chief Administrative Officer at ICONIQ Capital from 2017 to 2024, where he played a pivotal role in scaling one of the industry’s most sophisticated wealth management businesses. ICONIQ serves ultra high net worth technology executives and entrepreneurs, combining traditional wealth management with comprehensive investment expertise.

Prior to ICONIQ, James spent 17 years with Morgan Stanley, culminating in his role as Global Head of International Wealth Management, where he oversaw the firm’s wealth management expansion across Europe, Asia, and Latin America. During his tenure, he led strategic initiatives across private banking, capital markets, and investments, significantly expanding the firm’s global footprint.

James is a graduate of the University of Notre Dame. He is a member of the Young Presidents Organization and serves on his alma mater’s Cabinet for Good and the Wall Street Leadership Committee. James and his wife Suzanne reside in Westport, CT, with their three children, and are passionate supporters of organizations focused on youth mental health and poverty alleviation, including Near and Far Aid and Charity: Water.

Erin Timmernman, General Counsel, Head Legal & Compliance, NewEdge Capital Group

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Erin Timmerman

General Counsel, Head Legal & Compliance

As General Counsel and Head of Legal and Compliance, Erin leads the legal and compliance teams for all of NewEdge, advising on a broad range of legal issues. She has served as General Counsel for 12 years across NewEdge and its predecessor companies, EdgeCo Holdings and Mid Atlantic Capital Group. Prior to joining NewEdge, Erin was a commercial litigator with McGuireWoods LLP, an international law firm. She was named a Rising Star as part of the Pennsylvania Super Lawyers awards and to Pittsburgh Magazine’s 40 under 40.

Erin graduated from the University of Notre Dame with a B.A. in Political Science and French, magna cum laude, and then again from Notre Dame with a J.D. While in college, she received a diploma for high French proficiency from L’Université Catholique de l’Ouest in France. While a practicing lawyer, she attended the Trial Advocacy College at the University of Virginia School of Law. She currently resides in Pittsburgh with her husband, twins and chocolate lab.

Chloe Morgan

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Chloe Morgan

Communications Manager

As Communications Manager, Chloe manages internal and external resources to execute marketing strategies across social media, email and video, as well as plan and execute large-scale national and regional events. Chloe is also responsible for creating cross-brand and cross-division marketing efficiencies across EdgeCo companies.

Chloe has been a member of the marketing team since 2017 and has ten years of experience in the communication and event fields.

Chloe is a graduate of Eastern Kentucky University, where she received her B.A. in Public Relations. She lives in Lexington, KY with her husband and two children. In her spare time, she enjoys gardening, running and experiencing live music.

Melissa Geertz

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Melissa Geertz

VP, Marketing

Melissa has over 20 years of experience in the field of marketing. In her role as Vice President of Marketing, Melissa is responsible for the strategy and execution of marketing and communication activities across EdgeCo, including NewEdge Wealth. Melissa oversees campaign and content development, digital and corporate communications, advertising, public relations, social media, and event marketing.

She received her B.A. in Journalism from the University of Rhode Island and was awarded the Accredited Investment Fiduciary® designation from Fi360 in 2017.

Melissa is originally from Warwick, RI and currently resides in Lexington, KY. In her spare time, she enjoys running, listening to podcasts, and spending time with her husband and two boys.

Elizabeth Kip

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Elizabeth Kip

Marketing Manager

As Marketing Manager, Liz is responsible for the management and execution of marketing projects for NewEdge Wealth. This includes building strategies and developing campaigns, content, and collateral. She also ensures that communications align with our overall business strategy, brand, value proposition and desired client experience.

Prior to joining NewEdge, she was the Marketing & Advertising Coordinator for an investment firm in Lexington, Kentucky. She has nearly ten years of experience and graduated Magna Cum Laude from the University of Kentucky with a Bachelor’s of Business Administration degree in marketing and a Bachelor of Arts degree in psychology.

Liz grew up in Columbus, OH and currently resides in Georgia. She enjoys spending time with her family and friends, outdoor activities, and traveling the world.

Jenna Engelhardt

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Jenna Engelhardt

Systems Administrator

As Systems Administrator, Jenna is responsible for maintaining and configuring our technology systems. As a part of the Enterprise Information Technology team, she researches new products, ensures systems are up to date, and assists the team with their technology goals. She is passionate about technology and creating the best user experience.

Jenna earned her Bachelor’s of Science degree in Finance from William Paterson University. She has over ten years of experience in systems administration and client services. Prior to joining NewEdge, she was a Systems Specialist for a financial management company.

Jenna currently resides in Oakland, NJ. In her spare time, she enjoys reading, cooking, and spending time with her two dogs.

Kelly Donnelly

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Kelly Donnelly

Supervising Principal and Compliance Officer

As Supervising Principal and Compliance Officer, Kelly is responsible for supervising our branch offices and working with our Chief Compliance Officer to provide oversight of our business.

With nearly 20 years of experience, Kelly has held positions at The Private Wealth Partners, Morgan Stanley, and Lehman Brothers. She earned her Bachelor’s of Arts degree in Communications and Journalism from the University of Connecticut. She also maintains her Series 7, 24, and 66 securities licenses.

Kelly currently resides in Greenwich, CT. In her spare time, she enjoys spending time with her children, traveling, and renovating and designing homes.

Erin Corbett, Chief Operating Officer, NewEdge Capital Group

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Erin Corbett

Chief Operations Officer

Erin serves as the Chief Operating Officer, where her leadership has been instrumental in transforming the firm. Since joining the predecessor firm, Goss Advisors, in 2018 as its sixth employee, Erin has played a pivotal role in scaling the organization’s infrastructure, operations, and advisor support systems.

With a background in education and operations, Erin brings a unique perspective to the financial services industry. Before entering wealth management, she was a founding team member and Associate Executive Director of Operations at Citizens of the World Charter Schools in New York, where she launched two schools and built their operational frameworks from the ground up. Her early career as a special event manager in New York City and a high school teacher in New Orleans continues to influence her leadership style, which emphasizes mentorship, transparency, and empowerment.

Erin is a passionate advocate for women in finance and a dedicated mentor to her team. She fosters a culture of growth and inclusion, helping colleagues identify leadership pathways and achieve professional fulfillment. Her commitment to work-life balance and team development has made her a respected leader and role model within NewEdge and the broader industry.

Among her many accomplishments, Erin has led the implementation of a unified back-office system, streamlined billing processes, and revamped advisor compensation and service models. With over seven years in financial services and over a decade in operations, Erin continues to shape the future of advisor-centric service with innovation and heart.

Erin graduated from Louisiana State University with a Bachelor of Sciences and a Master of Sciences degree in Sport Management while being a member of the Women’s Golf Team. She received and Education Specialist degree from UMass – Lowell. Outside of work, she enjoys raising her family and attending the sporting events of her four children Gavin, Eli, Paige and Callen with her husband Steve.

Lauren Detering

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Lauren Detering, CFP^®

Wealth Strategist

Lauren provides advice around the wealth strategy process, including integrating clients’ financial, estate, tax, and philanthropic needs. In addition, Lauren leads our next generation education offering to families in preparing future generations for wealth.

Prior to joining New Edge, Lauren spent time as a Wealth Strategist with Hawthorn, PNC Family Wealth in Philadelphia. While at Hawthorn, she worked closely with ultra-high net worth families and the next generation to provide advice on complex estate and wealth planning issues.

Lauren earned a Bachelor of Business Administration in Finance and Marketing from the University of Cincinnati. She is a CERTIFIED FINANCIAL PLANNER^® and currently pursuing her Masters in Taxation at Villanova University. Lauren currently resides in Pittsburgh, PA and enjoys running, fitness classes and all things Cleveland sports.

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Susan Kim

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Susan Kim, CFA^®

Vice President, Relationship Manager

As Vice President and Relationship Manager, Susan works closely with clients to create comprehensive and customized wealth plans. She has nearly 15 years of experience in investment banking and has previously held positions at UBS Financial Services, Inc., Lehman Brothers and Nomura Holdings.

Susan is a CFA® charterholder and holds a B.S. in Finance from the University of Illinois at Urbana-Champaign. She is an advocate for women’s financial empowerment and is spearheading our NewEdge Womens’ Initiative. As a resident of Venice Beach, she teaches financial literacy programs in her local neighborhood and is a longtime supporter and volunteer with Defy Ventures – a second chance for the formerly incarcerated.

Outside of work, Susan is an avid skier, passionate home cook and tireless house renovator. More recently, she can be found struggling with her putting on the golf course or playing a friendly game of tennis.

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Jason Fay

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Jason Fay

Financial Advisor

Jason is responsible for initiating relationships with clients by understanding their objectives and presenting solutions across the firm’s comprehensive capabilities in investment management, estate planning, and family office services. He has over 20 years of experience in financial services holding prior positions as Managing Director at Nomura Holdings and Bank of America. Most recently, he was a Financial Advisor at UBS Financial Services, Inc.

Jason graduated from the University of Connecticut and lives in Darien, CT with his wife and four children. He loves spending time with his family, fishing and golf and is very passionate about his role as Greens Chairman at The Stanwich Club in Greenwich, CT.

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Jeffrey Kobernick

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Frank Ackerman

Senior Vice President

As Senior Vice President, Frank advises ultra-high-net-worth individuals, alternative investment managers, family offices, and institutions with fixed income and equity investment strategies. He also works closely with trust and estate, tax and corporate attorneys to help formulate future asset protection strategies for clients.

With nearly 40 years of experience, Frank was an early investor in the alternative investment space. He has extensive experience in sourcing, analyzing, performing due diligence, and monitoring hedge fund managers.

Frank was recognized as Cramer Rosenthal McGlynn’s “Broker of the Year” in 1994, 1995, 1996, and 1997. He graduated from the University of Colorado, Cum Laude, with a Bachelor of Arts degree in Economics.

Frank currently resides in Wilton, CT and enjoys golfing, traveling, and spending time with his family. He is also the Treasurer of the St. Baldrick’s Foundation (Wilton chapter), a charity that supports childhood cancer research.

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Laureen Brandin

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Laureen Brandin

Team Administrator

As Team Administrator, Laureen provides support in all areas of client service, including portfolio management and account administration. She began her career in the securities business in 1982 at Tucker Anthony and Moseley, Hallgarten, Estabrook & Weeden in New England. Most recently, she worked at UBS Financial Services, Inc. for over ten years.

Her background for providing high-level service to clients includes high-tech sales, client service in the travel and ski business in the U.S. and Europe, as well as 14 years as a business owner, design/build and property manager. Laureen also maintains her Series 7, 63 and 65 securities licenses.

Laureen resides in Park City, Utah and enjoys the active Park City lifestyle. In her free time, she loves spending time with family, as well as skiing, playing tennis, biking, paddleboarding and traveling.

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Jeff Cherkas

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Jeff Cherkas

Vice President / Client Relationship Specialist – Trader

Jeff specializes in equities and fixed income products. He provides his clients with a wealth of industry knowledge, as well as a strong passion and commitment to consistent client service.
Prior to joining the team, Jeff was an Investment Associate at UBS Financial Services, Inc. and in Private Client Services at Bear Stearns & Company Inc. He has over 20 years of industry experience, including 17 years as a Team Equity Portfolio Trader and 15 years as a Financial Advisor.

Jeff holds a BA in Finance from Ithaca College where he also played D3 football. In addition, he holds an MBA in Investment Management from Drexel University and maintains his Series 7, 63 and 65 securities licenses.

In Jeff’s free time, you can find him spending time with his wife and two children. He enjoys waterskiing, snow skiing, coaching youth basketball, and traveling with his family.

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Jonathan Heines

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Jonathan Heines

Vice President / Investments and Capital Markets

As Vice President of Investments and Capital Markets, Jonathan is responsible for business development, product management, relationship management and recruiting. Prior to joining NewEdge Wealth, he held positions at Goldman Sachs, Barclays Capital, and UBS Financial Services, Inc.

Jonathan earned his Bachelor of Arts degree from the University of Maryland, College Park and his Masters of Business Administration from Hofstra University. He maintains his Series 7, 9, 10, 24 and 66 securities licenses and has over 15 years of experience in the industry.

Jonathan is New York born and raised and currently resides in Armonk. In his spare time, he enjoys running, traveling, and playing poker.

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Glen Mintz

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Glen Mintz

Managing Director | Portfolio Manager

As Managing Director and Portfolio Manager, Glen specializes in managing equity portfolios. He utilizes long-term investment strategies that focus on bottom up analysis and a ‘growth at a reasonable price’ approach.

Glen has over 30 years of experience in the finance industry. Prior to joining NewEdge Wealth, Glen was a Managing Director and Senior Portfolio Manager at UBS Financial Services, Inc. and a Senior Managing Director at Bear Stearns & Company Inc.

Glen graduated from the University of Wisconsin-Madison with a B.S. in Political Science. He holds his Series 7 and 63 securities licenses and has been recognized in Barron’s, the Financial Times, and Forbes for his accomplishments.

Glen currently resides in Park City, Utah and Los Angeles, California. In his spare time, he enjoys golfing, skiing, and art.

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Brian Rauscher Fundstrat

Brian Rauscher

Managing Director & Head of Global Portfolio Strategy at Fundstrat Global Advisors

Brian Rauscher is a Managing Director and Head of Global Portfolio Strategy and Asset Allocation at Fundstrat. He has been on Wall Street for over two decades. Prior to joining Fundstrat, Brian spent eight years at Robert W. Baird & Co. as Chief Global Portfolio Strategist. He has also worked on the buy side as the U.S. Equity Strategist at Fortress Investment Group on the Liquid Macro Hedge Fund. From 2004-2009, Rauscher served as Director of Portfolio Strategy and Director of Research at Brown Brothers Harriman. His auspicious career began at Morgan Stanley where he worked for five years as an Investment Strategist on the team of Wall Street legend, Byron Wien.

Thomas Lee, Fundstrat

Thomas Lee

Managing Partner and the Head of Research at Fundstrat Global Advisors

Thomas Lee is an accomplished Wall Street strategist with over 25 years of experience in equity research and has been a top ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served most recently as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney. His areas of expertise include Market Strategy, Small/Mid-Cap Strategy and Telecom Services.

Chris Broussard

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Jeff Kobernick

Managing Partner | Co-Founder

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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Jeff Kobernick

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Jeffrey Kobernick

Managing Partner | Co-Founder

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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Jeffrey Kobernick

Leon Cooperman

Chairman and CEO of Omega Advisors

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.

Bob Drelick

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Bob Drelick

Chief Information Officer

Bob has over 30 years’ experience within Information Technology serving financial services, outsourcing, and healthcare companies. A majority of this experience has been within rapid-growth organizations where new product/system development and integrations, infrastructure reengineering, acquisition integration, datacenter relocations, client implementation and conversions were simultaneously completed under his direction.

Bob was a key leader in several organizations that have built new infrastructures by consolidating acquisitions, joint venture partners, and business units’ redundant products, applications, systems, and networks designed to reduce cost, evolve infrastructure, improve service levels, expand existing products and services and introduce new innovative offerings and technology.

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Kevin Thompson

Chief Administrative Officer

Kevin serves as the Chief Administrative Officer of EdgeCo, working with Senior Management on the acquisition, integration and leadership of financial services organizations. He started his career in the private practice of law as a commercial litigator with the Stafford, Rosenbaum Law Firm before joining the legal department of a Fortune 1000 organization – CUNA Mutual Group. At CUNA, Kevin lead the Investment and Litigation functions in the role of Deputy General Counsel, lead the Employee Benefits business unit and then ascending to the role of President of CUNA Brokerage Services, Inc. where he lead the Sales, Operations and Compliance functions.

Joseph F. Banco

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Joseph Banco

Chief Financial Officer

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.

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Tim Friday

President, EdgeCo Holdings

Tim has been in the financial services industry since he graduated from John Carroll University, Cleveland, OH in 1984. His career began with Federated Investors, Inc. where he worked with banks, savings and loans, and trust departments representing asset management and trust investment services. From there, he spent time with Mellon Bank in the global cash management division where he consulted for Fortune 500 companies in New York and Connecticut. Tim also held various management positions with the Federal Home Loan Bank and Bisys Fund Services where he concentrated on raising bank capital and lending services as well as product management and delivery of investment products to the institutional buy-side of the street. In 1995, he co-founded Mid Atlantic Institutional Shares, Inc. (“MAIS”) where he was president and CEO. MAIS quickly became one of the most prominent trading platforms in the nation, focusing on the TPA, corporate, and trust department marketplace. It grew to over $30 billion in client assets under administration. In November 2002, Mid Atlantic Institutional Shares, Inc. was sold to SunGard and combined its product and services with SunGard’s STN Funds where Tim then served as president. In 2004 Tim, along with several other key industry figures, developed a company that has become Mid Atlantic Trust Company (“MATC”). This company was designed to complement the services MAIS had offered to its TPA and trust clientele. It currently offers directed trustee, custody, sub-custody, paying agent, and reporting services for the retirement and trust space. Tim now serves on the executive committee of the Mid Atlantic companies and as president of Mid Atlantic Trust Company and is concentrating his efforts on the institutional and retirement plan administration marketplaces and advisor recruiting.

John Moody

Chief Executive Officer, EdgeCo Holdings

John Moody is Chief Executive Officer of EdgeCo Holdings. Under his leadership, EdgeCo is evolving a new national model to service retirement plan clients built on an expert organization leveraging best available technologies. The goal is greater personal service combined with cost-efficient processes that help people achieve better retirement outcomes. Prior to launching EdgeCo, John co-founded and was president of Matrix Financial Solutions, a leading custodian and mutual fund trading provider. He is considered a pioneer in the “open architecture” movement within the 401(k) industry and has long championed the need to create more flexibility and transparency in the system. In his more than 30 years in industry, John has served on the boards of CiKR (Council of Independent Record Keepers) and SPARK (Society of Pension Administrators and Record Keepers) and has used these platforms to champion industry initiatives.

Charles A. Warden

Charles Warden

Founder & Co-Chairman

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.

Mary Jo Totten

Director, Human Resources

Mary Jo is a seasoned Human Resources professional with a long track record of providing hands-on expertise across all aspects of HR disciplines. Mary Jo formerly served as an HR Business Partner for FedEx, where she was responsible for a large client area and workforce needs for over 1400 employees across multiple US facilities and their regional corporate facility. Prior to FedEx, her HR career included other HR individual contributor and management roles with Highmark/IMC (Industrial Medical Consultants), The Mercy Hospital of Pittsburgh and Allegheny General Hospital. Her primary roles included broad experiences in Recruitment, Hiring, Disciplinary Action, Payroll and Benefit Administration, Employee and Labor Relations, Performance Management, Engagement and Separation. Mary Jo is Masters level prepared with a post graduate degree in Human Resource Management.

Mary Jo is skilled in the progressive strategies of HR where she enjoys actively partnering and consulting with all levels of management in the development and implementation of strategies to support the growth, success, and development of the business and employees.

Scott Baer

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Scott Baer

VP, Trading

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 O’Connell

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Nicole O’Connell

VP, Asset Movement and Control

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.

Chris Broussard, NewEdge Wealth Chief Marketing Officer

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Chris Broussard

Chief Marketing Officer

Chris Broussard serves as Chief Marketing Officer of NewEdge Capital Group, where he leads a marketing organization responsible for driving growth across the firm’s family of businesses — NewEdge Wealth, NewEdge Advisors, and NewEdge Family Office. His team’s work spans brand strategy, performance marketing, business development support, and communications, all in direct service of the firm’s growth and its ability to attract and retain top advisor talent and clients. Chris led the launch of the NewEdge brand itself, and has since built a marketing function that operates as a strategic growth partner to the business — from high-level positioning down to the tactical, day-to-day programs that move the needle for advisors in the field.

Chris brings more than 30 years of experience in financial services marketing and publishing to NewEdge, having held senior-level positions with financial publishers, financial services corporations, and providing marketing and consulting services to financial institutions and independent financial advisors. Prior to joining NewEdge, he was Chief Marketing Officer and President of Tematica Research, LLC, a thematic equity research and custom index provider. Earlier in his career, Chris held marketing leadership roles including Vice President and Chief Digital Officer for Eagle Publishing, Vice President of Marketing for Morgan Stanley Online, and Vice President of Marketing for FOLIOfn.

Alexandra Meyers

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Alexandra Meyers

VP, Transition Management

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.

Paul Schneider | Managing Partner, NewEdge Capital Group

Paul Schneider

Managing Partner

Mr. Schneider has spent over 30 years working on the forefront of the FinTech space and leading the operations of some of the largest financial intermediary companies in the industry. He has a long track record of launching successful new businesses inside large companies as well as pure startups, with a common thread of leveraging technology to help financial partners grow their businesses faster and become more successful.

Mr. Schneider began his career at the financial technology firm SunGard Data Systems. Over the course of his 15 years with SunGard, he rose up from a software tester to one of the top executive positions as Group CEO of SunGard Financial Networks. In 2004, Mr. Schneider helped form what is known today as AmericanTCS, creating a new level of sophistication in trading and custody services for third party administrators’ and registered investment advisors’ clientele. Mid Atlantic ultimately served as the cornerstone for the launch of EdgeCo Holdings in 2018 — the parent company out of which NewEdge Capital Group was later founded.

As CEO of EdgeCo Holdings, Mr. Schneider worked alongside the founders of NewEdge Capital Group from the firm’s launch, helping build it into one of the industry’s leading independent wealth management enterprises. Now that NewEdge Capital Group operates as a standalone firm, Mr. Schneider continues to serve as a Managing Partner, helping guide strategic initiatives across the business.

Shawn P. McCormick

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Shawn P. McCormick

Vice President, Product Management

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.

Kyle Smith

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Kyle Smith

SVP, Product Management

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.

David Down

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David Down

Executive Vice President | President, NewEdge Securities

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 Straus, Sr.

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John Straus, Sr.

President, NewEdge Wealth

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 Kaufman

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Raegan Kaufman

Executive Assistant | Events Specialist

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.

Benjamin Lope

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Benjamin Lope

Wealth Strategy Analyst

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 Cholnoky

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Ryan Cholnoky

Wealth Strategy Associate | Planning and Lending Specialist

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 Miller

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Kevin Miller

Senior Wealth Strategy Associate | Relationship Manager

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 Sanabria

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Blanca Sanabria

Vice President | Client Relationship Specialist

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 Perez

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Francisco Perez

Vice President | Client Relationship Specialist

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 Brown

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Danielle Brown

Vice President | Team Administrator

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 Peters

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Jay Peters

Vice President | Relationship Manager

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 Straus Jr

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John Straus Jr., CFP^®

Partner | Co-Founder | CERTIFIED FINANCIAL PLANNER^™

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 Granruth

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Walter Granruth III

Partner | Co-Founder

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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Rob Sechan

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Robert Sechan

Founder, Managing Partner, NewEdge Capital | Head of NewEdge Wealth

Rob is an experienced financial expert and entrepreneur, currently serving as a Managing Partner of NewEdge Capital Group and Head of NewEdge Wealth. With over two decades of experience in the financial industry, he has established himself as a respected leader of investment strategies and wealth management.

Rob began his career as a financial advisor at Morgan Stanley, where he honed his skills in portfolio management and asset allocation. He then was a Managing Director at Lehman Brothers where he ran a prominent family office business for the firm. He later joined UBS Financial Services as a Managing Director and Head of the Intellectual Capital Subcommittee, helping guide the firm’s tactical investment process for wealthy families and institutional clients. In 2020, Rob began a new adventure and co-founded NewEdge Wealth with his three partners. Under his leadership as CEO, the firm has prospered and grown at a rapid pace.

Rob is a frequent commentator on financial and economic issues, and his insights have been featured on CNBC, Fox Business, and Bloomberg TV, among others. He has been recognized by both Barron’s and Forbes as a Top 100 Financial Advisor and is in high demand to speak at industry events and conferences around the country.

Rob graduated from The Tepper School of Business at Carnegie Mellon University with a Masters in Business Administration in Finance and Economics and a Bachelor of Science degree in Industrial Management and Economics. In his spare time, he enjoys spending time with his family, playing basketball, skiing and collectible automobiles. His philanthropic interests include Portfolios with Purpose and Filling in the Blanks.

Jeff Kobernick

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Jeffrey Kobernick

Managing Partner | Co-Founder

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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Founder, Managing Partner, NewEdge Capital | Head of NewEdge Wealth