NewEdge Wealth

NewEdge Wealth Adds Renowned Veteran Florida-Based Advisor Team

Retrieved on: 
Friday, January 28, 2022
Consulting, Professional Services, Finance, Entrepreneurship, CEO, Safety, Forbes, LP, Face, Goal, LLC, 2009 Davis Cup, Partnership, Industry, Attention, Financial Times, Financial services, NewEdge Wealth, NewEdge Capital Group, NEWEDGE WEALTH, NEWEDGE CAPITAL GROUP

Widely honored by the industry, Gouraige is a multi-year Financial Times Top 400 advisor, Barrons Top 1,000 advisor and Forbes Best-In-State and Top Wealth Advisor; Kaplan, also a multi-year Barrons Top 1,000 advisor; and Weinberg, a Forbes Best-In-State advisor.

Key Points: 
  • Widely honored by the industry, Gouraige is a multi-year Financial Times Top 400 advisor, Barrons Top 1,000 advisor and Forbes Best-In-State and Top Wealth Advisor; Kaplan, also a multi-year Barrons Top 1,000 advisor; and Weinberg, a Forbes Best-In-State advisor.
  • NewEdge Wealth, which has experienced tremendous growth since it was founded in December 2020, is a division of NewEdge Capital Group, which currently has over $30 billion in client assets.
  • We are thrilled to welcome these tremendous advisors and their team to NewEdge Wealth, said John Straus, Sr., President of NewEdge Wealth.
  • NewEdge Wealth is purpose-built to support advisors exactly like this team in Coral Gables with a better framework for delivering resources to ultra high net worth, family office and institutional clients.

NewEdge Wealth Adds Managing Director, Head of Advisory Solutions

Retrieved on: 
Wednesday, September 15, 2021
Finance, Banking, Professional Services, Other Technology, Technology, Generally Accepted Recordkeeping Principles, Knowledge, CFA, Technology, Partner (business rank), Insurance, LLC, Series 6, Entrepreneurship, UBS, Hofstra University, Industry, Hollmann, Morgan Stanley, 2009 Davis Cup, Solution, Growth, TPA, Senior, Lehman Brothers, Partnership, Trust, SEC, Financial adviser, Financial services, NewEdge Wealth, EdgeCo Holdings, NEWEDGE WEALTH, EDGECO HOLDINGS

NewEdge Wealth, LLC , a registered investment adviser specializing in ultra-high-net-worth, family office and institutional clients, has appointed Rick Hollmann as Managing Director and Head of Advisory Solutions.

Key Points: 
  • NewEdge Wealth, LLC , a registered investment adviser specializing in ultra-high-net-worth, family office and institutional clients, has appointed Rick Hollmann as Managing Director and Head of Advisory Solutions.
  • NewEdge Wealth has a clear vision for our growth and Rick will play a key role in continuing the momentum, said John Straus, President of NewEdge Wealth.
  • NewEdge Wealth is a division of NewEdge Capital Group, which currently advises $26 billion in client assets.
  • We are excited to continue acquiring top talent in our industry, said Rob Sechan, Managing Partner, Co-Founder of NewEdge Wealth.

NewEdge Wealth Adds Three New Team Members to Support Ongoing Growth and National Expansion

Retrieved on: 
Monday, August 16, 2021
Banking, Professional Services, Finance, 2009 Davis Cup, Trust, TPA, Entrepreneurship, Ackerman, Senior, Partnership, LLC, SEC, Insurance, Growth, Technology, Partner (business rank), Female, Solution, Industry, Generally Accepted Recordkeeping Principles, Financial services, NewEdge Wealth, EdgeCo Holdings, NEWEDGE WEALTH, EDGECO HOLDINGS

NewEdge Wealth, LLC , a registered investment adviser specializing in ultra-high-net-worth, family office and institutional clients, has appointed three new members to its rapidly growing team.

Key Points: 
  • NewEdge Wealth, LLC , a registered investment adviser specializing in ultra-high-net-worth, family office and institutional clients, has appointed three new members to its rapidly growing team.
  • Ackerman, Kim and Fay will support NewEdges long-term growth strategy and provide direct support for the firms ultra-high-net-worth client base.
  • Kim will serve as Vice President and Relationship Manager and will create comprehensive and customized wealth and financial plans for NewEdge clients.
  • NewEdge is at an exciting and pivotal period of growth, driven by our commitment to client service, said Rob Sechan, Managing Partner, Co-Founder of NewEdge Wealth.

NewEdge Wealth Adds Managing Director

Retrieved on: 
Wednesday, July 7, 2021
Banking, Other Professional Services, Professional services, Finance, Société Générale, Newedge Group, Portfolio manager, Wealth, Finance, Money, Economy, NewEdge Wealth, EdgeCo Holdings, NEWEDGE WEALTH, EDGECO HOLDINGS

NewEdge Wealth, LLC , a registered investment adviser specializing in ultra-high-net-worth, family office and institutional clients, has appointed Glen Mintz as Managing Director, Portfolio Manager.

Key Points: 
  • NewEdge Wealth, LLC , a registered investment adviser specializing in ultra-high-net-worth, family office and institutional clients, has appointed Glen Mintz as Managing Director, Portfolio Manager.
  • Prior to joining NewEdge Wealth, Mintz served in various portfolio management and financial services leadership roles for the last three decades.
  • Our team remains focused on providing superior service and resources for our clients, said John Straus, President of NewEdge Wealth.
  • We anticipate he will make an immediate impact for our current and future clients, said Rob Sechan, Managing Partner, Co-Founder of NewEdge Wealth.

$4.8 Billion Wirehouse Team Partners with EdgeCo Holdings to Launch NewEdge Wealth

Retrieved on: 
Monday, December 14, 2020
Software, Finance, Consulting, Banking, Data management, Professional services, Technology, Other Technology, Finance, Money, Corporate finance, Newedge Group, Société Générale, Wealth management, EdgeCo Holdings, L.P., NewEdge Wealth

The new company, formed in partnership with EdgeCo Holdings, L.P. (EdgeCo) expands on EdgeCo's growing wealth management industry footprint.

Key Points: 
  • The new company, formed in partnership with EdgeCo Holdings, L.P. (EdgeCo) expands on EdgeCo's growing wealth management industry footprint.
  • The group partnered with EdgeCo, which provides technology-enabled financial solutions and infrastructure for its financial services industry partners.
  • The NewEdge Wealth team curated an elite suite of technology-based solutions and tools that will facilitate superior and innovative client service.
  • NewEdge Wealth is a division of EdgeCo Wealth Management LLC.