Jan 2, 2020
Rob is an experienced financial expert and entrepreneur, currently serving as the CEO, Managing Partner, and Co-Founder of NewEdge Wealth and Co-Managing Partner of NewEdge Capital Group. With over two decades of experience in the financial industry, he has...Jan 2, 2020
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...Jan 1, 2020
Mr. Banco is the Chief Financial Officer for NewEdge Capital Group and the Executive Vice President of Finance of EdgeCo Holdings, LLP. He also serves on the board of directors of three of EdgeCo’s primary operating subsidiaries, NewEdge Securities – a FINRA...Jan 1, 2020
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...Jan 1, 2020
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...
John Moody is Chief Executive Officer of EdgeCo Holdings. Under his leadership, EdgeCo is evolving a new national model to service retirement plan clients built on an expert organization leveraging best available technologies. The goal is greater personal service combined with cost-efficient processes that help people achieve better retirement outcomes. Prior to launching EdgeCo, John co-founded and was president of Matrix Financial Solutions, a leading custodian and mutual fund trading provider. He is considered a pioneer in the “open architecture” movement within the 401(k) industry and has long championed the need to create more flexibility and transparency in the system. In his more than 30 years in industry, John has served on the boards of CiKR (Council of Independent Record Keepers) and SPARK (Society of Pension Administrators and Record Keepers) and has used these platforms to champion industry initiatives.
Kevin serves as the Chief Administrative Officer of EdgeCo, working with Senior Management on the acquisition, integration and leadership of financial services organizations. He started his career in the private practice of law as a commercial litigator with the Stafford, Rosenbaum Law Firm before joining the legal department of a Fortune 1000 organization – CUNA Mutual Group. At CUNA, Kevin lead the Investment and Litigation functions in the role of Deputy General Counsel, lead the Employee Benefits business unit and then ascending to the role of President of CUNA Brokerage Services, Inc. where he lead the Sales, Operations and Compliance functions.
Tim has been in the financial services industry since he graduated from John Carroll University, Cleveland, OH in 1984. His career began with Federated Investors, Inc. where he worked with banks, savings and loans, and trust departments representing asset management and trust investment services. From there, he spent time with Mellon Bank in the global cash management division where he consulted for Fortune 500 companies in New York and Connecticut. Tim also held various management positions with the Federal Home Loan Bank and Bisys Fund Services where he concentrated on raising bank capital and lending services as well as product management and delivery of investment products to the institutional buy-side of the street. In 1995, he co-founded Mid Atlantic Institutional Shares, Inc. (“MAIS”) where he was president and CEO. MAIS quickly became one of the most prominent trading platforms in the nation, focusing on the TPA, corporate, and trust department marketplace. It grew to over $30 billion in client assets under administration. In November 2002, Mid Atlantic Institutional Shares, Inc. was sold to SunGard and combined its product and services with SunGard’s STN Funds where Tim then served as president. In 2004 Tim, along with several other key industry figures, developed a company that has become Mid Atlantic Trust Company (“MATC”). This company was designed to complement the services MAIS had offered to its TPA and trust clientele. It currently offers directed trustee, custody, sub-custody, paying agent, and reporting services for the retirement and trust space. Tim now serves on the executive committee of the Mid Atlantic companies and as president of Mid Atlantic Trust Company and is concentrating his efforts on the institutional and retirement plan administration marketplaces and advisor recruiting.
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