Rob specializes in advising clients on asset allocation, portfolio construction and opportunistic investing. Prior to co-founding NewEdge Wealth, Rob was a Managing Director at UBS where he served on the UBS Financial Advisor Advisory Council as Head of the...
Mary Jo is a seasoned Human Resources professional with a long track record of providing hands-on expertise across all aspects of HR disciplines. Mary Jo formerly served as an HR Business Partner for FedEx, where she was responsible for a large client area and...
Mr. Banco is the Chief Financial Officer and Secretary/Treasurer of EdgeCo Holdings, LLP and its subsidiaries, including NewEdge Capital Group. He also serves on the board of directors of EdgeCo Holdings, as well as three of EdgeCo’s primary operating subsidiaries,...
John was a Founder and Managing Partner of The Private Wealth Partners, which was acquired by EdgeCo Holdings to deliver the technology, investment solutions, private wealth management expertise and operational support for NewEdge Wealth. As the President of NewEdge...
As EdgeCo Holdings’ General Counsel, Erin advises the company and its affiliates, including NewEdge Capital Group, on a broad range of legal issues, including transactional, regulatory, and employment matters. Prior to joining EdgeCo, Erin was a commercial litigator...
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