Matt serves as Regional Director of Business Development with NewEdge Advisors. He brings over 21 years of extensive experience in advisor recruiting and the financial services industry. Matt started his career as a financial advisor for Ameriprise Financial...
John’s role includes providing national support to the business development team and serving as Manager, Advisor Advocate. As a dedicated Advisor Advocate, John partners with affiliated advisor firms in the Mid-Atlantic/Southeast territory to provide strategic...
As Regional Director, James is responsible for recruiting and acquisition in the Southeast United States for New Edge Advisors. He has been in financial services for more than 28 years, beginning his career at Merrill Lynch after graduating from college. He has worked...
Charlie serves as Regional Director of Business Development with NewEdge Advisors. He brings over 28 years of extensive experience after serving as Executive Vice President at Mid Atlantic Capital Group until 2018. Charlie began his career at Mid Atlantic Capital...
A compassionate and tenured financial services executive, Andy has helped advisors design, build, transition, and grow their practices for 22 years. He began his career at Schwab Performance Technologies providing technical support and sales. A desire to work more...
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