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 Wealth, John is focused on managing all day to day aspects of the business. Earlier in his career, John led several major private wealth management firms and businesses. He was a Managing Director and Head of Private Wealth Management at UBS Wealth Management and Chairman of UBS Private Bank Americas. John also served as a Managing Director and Head of Private Banking in the United States for J.P. Morgan and as a Managing Director and Head of Private Wealth Management at Morgan Stanley. John began his career at Salomon Brothers and became the Head of Municipal Arbitrage and Municipal Trading. John received his Bachelor of Sciences degree in finance with honors from Boston College and his MBA from DePaul University.
