Jan 1, 2020
Chad is a Manager of Transitions at NewEdge Advisors. He has 12 years of experience in the financial services industry, including prior roles as a Client Associate, Operations and Compliance Specialist, and Transition Specialist. In these roles, Chad had the...
Jan 1, 2020
As Manager of Transitions, Brian acts as the primary point of contact for transitions, compliance, and operational support for teams transitioning to our RIA platform. Brian also assists with onboarding paperwork, training of advisors, and their staff (pre and post...
Jan 1, 2020
As Director of Transitions, Alex and her team are responsible for onboarding all new advisor groups to NewEdge Wealth, NewEdge Advisors, and NewEdge Securities. Alex has been with the firm for eight years with experience in transition and relationship management. She...
Jun 6, 2010
As Managing Director – Business Development, David’s role includes managing the NewEdge Advisors sales team, expanding the sales funnel, and creating brand awareness in the advisor community. David has over 20 years of experience in the finance industry. Prior...
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