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Previous New & Announcements
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