Chelsey Schmitt

Chelsey Schmitt

Assistant Transition Manager, NewEdge Capital Group

As Assistant Transition Manager, Chelsey assists new advisor teams with onboarding to NewEdge Advisors, NewEdge Wealth, and NewEdge Securities. She has over 12 years of experience in the financial services industry. She works closely with compliance, operations, and product teams to ensure a smooth and successful transition for advisors and their staff.

Chelsey graduated from California University of Pennsylvania, earning a Bachelor of Business Administration in Accounting. She resides in her hometown of Pittsburgh, PA, and spends much of her free time at her family’s lake house in Deep Creek Lake, MD.