Erin serves as the Chief Operations Officer of NewEdge Capital Group. In her previous role as COO of NewEdge Advisors, her leadership was instrumental in transforming the firm from a six-person startup into a national powerhouse with over 85 employees. 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. Alongside the leadership team at NewEdge Advisors, Erin has built something exceptional, and her operational discipline continues to be a major driver of the business’s success. She brings that same rigor and excellence to bear across all of NewEdge.
With a background in operations and education, 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 the same year and built their operational frameworks from the ground up. Her early career as a special events 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 and compensation processes, and revamped account onboarding and service models. With over eight years in financial services and almost two decades in operations, Erin continues to shape the future of advisor-centric service with innovation, efficiency 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 an 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.
