Meet the Team
- All
- Advisor Solutions
- Business Development
- Compliance
- Investments
- Leadership
- Marketing
- NewEdge Capital Group
- RIA Operations
- Transitions

Alex Goss
Co-Founder, Co-CEO, Managing Partner | Managing Partner, NewEdge Capital Group

Neil Turner
Co-Founder, Co-CEO, Managing Partner | Chief Revenue Officer, NewEdge Capital Group

Jerry Goss
Co-Founder

Charles Warden
Co-Chairman, NewEdge Capital Group | Director, EdgeCo Holdings

Robert McCann
Co-Chairman, NewEdge Capital Group

Jeff Cutler
Chief Experience Officer, Managing Partner

Steve Pirigyi
President

Will Brand, CRCP®
Chief Compliance Officer

David Symecko
Managing Director - Business Development

Erin Corbett
Managing Director – Operations

Ryan Geschke
Managing Director - Trading & Investments

Aaron Spear
Compliance Officer

Alexandra Mayeaux
Advisory Compensation Manager

Ana Camp
Director, Platform Technology

Andrew Vella
Investments & Due Diligence Coordinator

Andy Burgess
Regional Director Business Development

Arianna Rodriguez
Senior Portfolio Manager

Bennett Duffy
Trader

Bob Drelick
Chief Information Officer, NewEdge Capital Group

Brian DeRoy
Manager of Transitions

Bryce Miller
Trader

Chad Nichter
Manager of Transitions

Charlie Friday
Regional Director of Business Development

Chris Broussard
Chief Marketing Officer

Claire Jauken
Orion Data Specialist

Damon Marty
Head of Trading/TAMP Manager

Darrin Wilson
Billing & Data Manager

David Jones
Creative Director

David Schnier
Managing Director | General Counsel | Chief Compliance Officer, NewEdge Capital Group

Elizabeth Kip
Marketing Manager

Emerson Romero
Account Administration Associate

Emily Petersen
Account Data Supervisor

Erin Timmerman
Senior Vice President | General Counsel, EdgeCo Holdings

George Sins
Portfolio Manager

Hannah Schmitt
Graphic Designer

Heather Kaiser
Senior Operations & Onboarding Specialist

Heather Pehrson
Compliance Analyst

Jack Rovetto
Portfolio Manager

James Sorey
Regional Director of Business Development

Jeffrey Hammack, CPA
M&A and Financial Reporting Manager

Jennifer DeLoach, CFP®
Deputy Chief Compliance Officer

Jenny Kurz
Director of Marketing

Jill Petersen
Account Administrative Specialist

John Straus
President, NewEdge Wealth

John Wight
Manager, Advisor Advocate

Joseph Banco
Chief Financial Officer, EdgeCo Holdings

Josh White
Trading Associate

Justin Schoepf
Manager, Advisor Technology

Karen Boggs
Manager of Transitions

Katherine Kemmerly
Executive Assistant

Katherine Stucky
Marketing Manager

Kearstin Scarbrough
Sr. Service Experience Associate

Krista Riley
Human Resources Manager & Onboarding Specialist

Lauren Lehman, CFP®, CFA®
Head of Portfolio Management

Marc Flecha
Data Analyst & Billing Specialist

Mary Jo Totten
Director, Human Resources

Matt Rossiter
Regional Director of Business Development

Megan Swain
Advisor Technology Training Specialist

Melissa Lauriano
Office Manager

Melissa Schuessler
Manager of Transitions

Michael Jones, CFP®
Senior Compliance Officer

Michelle Gantt
Director of Service Experience

Paul Polese
Director, Advisor Advocate

Robert Sechan
Managing Partner, NewEdge Capital Group | CEO, Managing Partner, Co-Founder, NewEdge Wealth

Sandra Baker
Account Administration Associate

Scott Baer
Vice President, Trading

Sophia Williams
Sr. Service Experience Associate

Therese Pollack
Transition Representative

Tris Millard
Portfolio Manager

Tyler Trapani
Billing & Compensation Associate

Zach Clemons
Manager, Advisor Advocate