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.

Registration Info:

Check the background of this investment professional on FINRA’s BrokerCheck.

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.

Registration Info:

Check the background of this investment professional on FINRA’s BrokerCheck.

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.

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.

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.

Registration Info:

Check the background of this investment professional on FINRA’s BrokerCheck.

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.

Registration Info:

Check the background of this investment professional on FINRA’s BrokerCheck.

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.

Registration Info:

Check the background of this investment professional on FINRA’s BrokerCheck.

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.

Registration Info:

Check the background of this investment professional on FINRA’s BrokerCheck.

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.

Registration Info:

Check the background of this investment professional on FINRA’s BrokerCheck.

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.

Registration Info:

Check the background of this investment professional on FINRA’s BrokerCheck.

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.

Registration Info:

Check the background of this investment professional on FINRA’s BrokerCheck.

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.

Registration Info:

Check the background of this investment professional on FINRA’s BrokerCheck.

As Senior Client Relationship Associate, Ali focuses on client relations and furthering the development of the client service team. She has over 12 years of experience in the financial services industry. Prior to joining NewEdge Wealth, Ali worked for Merrill Lynch Private Wealth servicing high-net-worth clients.

Ali graduated from George Washington University with a Bachelor of Arts in Economics. She is originally from New York and currently resides in Stamford, CT. In her spare time, she enjoys traveling and hiking.

Registration Info:

Check the background of this investment professional on FINRA’s BrokerCheck.

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.

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.

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.

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.

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.

As Creative Director, Heather is responsible for the overall creative direction of the brands under EdgeCo Holdings. This includes brand development, marketing design management and ensuring visual and interactive elements are properly aligned with the creative vision and brand standards. Her focuses also include user experience design, digital interface design and user-centric design principles. She is the creative force behind the creation of the EdgeCo Holdings brand and leads the ongoing refinement of NewEdge Wealth.

Heather joined the marketing team in 2012 and has ten years of experience in the field of marketing and design. She is a graduate of the University of Kentucky, where she received her B.A. in Journalism.

Heather currently resides in Lexington, KY with her husband and daughter. In her spare time, she enjoys creative photography, traveling, and exploring & creating art, as well as staying engaged in the local small business community.

As an Associate of the Business Development Group, Andrew is responsible for identifying and cultivating new relationships with clients, prospective partners, corporations, and centers of influence. He also maintains a strong community presence for NewEdge Wealth and enhances our existing relationships.

Andrew graduated from Skidmore College with a B.S. in Business and was a baseball team captain. He currently lives in New Canaan, CT, and in his free time, he enjoys spending time with his family, golfing, and skiing.

As Managing Director and Head of Advisory Solutions, Rick specializes in delivering research-based investment solutions to ultra-high-net-worth individuals. He designs, directs and implements end-to-end advisory processes and standards that enhance the overall effectiveness of our investment advisors. Rick also has extensive experience with family offices, specializing in designing custom investment solutions including alternative investments, investment policy statements, family governance, philanthropy and lending.

Rick has nearly 25 years of experience in the finance industry. Prior to joining NewEdge Wealth, he was a Managing Director and Head of the Portfolio Advisory Group at UBS Financial Services, Inc. He has also held positions as Senior Vice President at Lehman Brothers and Vice President at Morgan Stanley.

Rick is a graduate of Hofstra University, where he received his Bachelor of Business Administration degree in Finance. He is a CFA® charterholder and maintains his Series 6, 7, 24, 63, and 66 licenses.

Rick currently resides in Mamaroneck, New York. In his spare time, he enjoys basketball, tennis, hiking.

Registration Info:

Check the background of this investment professional on FINRA’s BrokerCheck.

Robert joined NewEdge Capital Group at the start of 2022 as Co-Chairman and an investor in the firm. Prior to joining NewEdge, Robert spent the first 26 years of his career at Merrill Lynch, beginning as a trader and rising through the ranks to lead one of the world’s largest wealth management businesses as Vice Chairman and President of Global Wealth Management. In 2009, UBS Wealth Management named Robert Chief Executive Officer of UBS Wealth Management Americas and member of the Group Executive Board of UBS AG. He and his team transformed the wealth division into a thriving profitable enterprise before he took the helm as Chairman of UBS Group AG’s North American operations.

Robert has worked extensively with various securities associations and exchanges throughout his career. He has been a governor of FINRA and a board member of the Securities Industry Association.

A committed philanthropist, Robert is involved with several charitable organizations. He serves on the Executive Committee of the Irish Arts Center and the Command Council of the Dixon Center for Military and Veterans Services. He is also a Trustee Emeritus of his alma mater, Bethany College.

Robert received his B.A. in economics from Bethany College and his MBA from the Neeley School at Texas Christian University. He is a dual citizen of the United States and Ireland.

Alex is a Managing Partner of NewEdge Capital Group and the CEO and Co-Founder of one of NewEdge Capital Group's subsidiaries, NewEdge Advisors. Prior to serving as CEO of NewEdge Advisors, Alex built he and his father’s personal advisory practice into the $8 billion RIA, Goss Advisors. 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 do not. His mission is to provide advisors with the tools and flexibility they require to better serve their clients without the limitations wirehouses and big banks force on advisors.

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 Alex met current business partner, Neil Turner, and they both went on to co-found AdverCar.com. After developing the business plan into a Silicon Valley venture capital-backed advertising firm, he moved to New Orleans to join his father, Jerry Goss, as a financial advisor. From there, it didn’t take long for the idea of what has become NewEdge Advisors to be born.

Alex lives in New Orleans with his wife and two sons. In his free time, he enjoys golf, hunting and fishing. He is also passionate about supporting our nation's most valuable asset, its youth. Alex supports and volunteers with multiple organizations that provide education, mentorship and cultural enrichment to kids in need.

Neil is the Chief Revenue Officer and Chief 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.

Steve serves as Chief Operating Officer of NewEdge Capital Group. 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 4 years, he has coached and consulted with many large advisory firms and has witnessed the changes, challenges, and opportunities within our industry, and has strategically led many of these companies through significant growth

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.