Eduardo Vega is a financial advisor at NewEdge Wealth with 28 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining NewEdge Wealth and NewEdge Securities in 2022, he worked at UBS Financial Services from 2013 to 2022. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services including wealth strategy, financial planning, discretionary and non-discretionary portfolio management, and institutional consulting, managing over $12 billion in regulatory assets as of year-end 2024.

Kenneth Green is an advisor at New Edge Wealth in Houston, TX, holding Series 63 and Series 65 licenses. He has one year of industry experience, including prior roles at Charles Schwab & Co., Inc. and Green Wealth Management Group, and spent ten years in full-time education before entering financial advising. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients, offering wealth strategy, financial planning, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, integrating independent managers and AI-assisted analytics into tailored investment solutions.

Jenna Dickinson is a financial advisor with New Edge Wealth in Stamford, CT, holding a Series 66 license and seven years of industry experience. Her prior work includes roles at Merrill, Oppenheimer & Co. Inc., and Mass Mutual Life Insurance Company. She has also been involved in the restaurant industry, working at Grille 86 and Love Art Sushi earlier in her career. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering advisory services such as wealth strategy, portfolio management, and consulting. The firm integrates independent managers, model strategies, and technology tools—including AI-assisted analytics—to tailor portfolios focused on asset allocation and investor behavior.

Kristen Nunes is a financial advisor at NewEdge Wealth with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Pallas Capital Advisors, and The Prudential Insurance Company of America. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Kyle Smith is a financial advisor with New Edge Wealth who holds a Series 63 designation and has 35 years of industry experience. He has worked at NewEdge Securities, Inc. since 1999 and has been with New Edge Wealth and NewEdge Advisors LLC since 2020 and 2021, respectively. Kyle serves as a financial executive for an investment-related business focused on ultra-high-net-worth individuals. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm emphasizes asset allocation and investor behavior in its investment approach, tailoring portfolios through independent managers, model strategies, and proprietary investment solutions, while integrating technology tools and AI-assisted analytics alongside human review.

Noah Stein is a financial advisor at NewEdge Wealth with three years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Blue Star Camps. Noah also has experience as a sales assistant supporting ultra-high-net-worth clients. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services with an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and alternative exposures.

Jay Peters is a financial advisor at New Edge Wealth with 15 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 10 years before joining New Edge Wealth in 2020. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services with a focus on asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.

John Froley is a CFP® with 29 years of industry experience, currently serving as a financial advisor at NewEdge Wealth. His prior experience includes six years at First Republic Investment Management and nine years at First Republic Securities Company. Outside of his advisory role, he is involved in charitable and educational organizations, including serving as a voting member of the Froley Family Fund trustees and participating on the investment committees for the San Francisco Waldorf School and Huckleberry Youth Programs. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services and employs a diversified investment approach that includes model strategies, third-party managers, proprietary solutions, and alternative investments.

Thomas Ames is a financial advisor at New Edge Wealth with seven years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Before entering the financial services industry, he had roles at Lyft, Uber Technologies, and Kamylon Holdings. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, using a combination of independent managers, model strategies, and proprietary investment solutions, supplemented by AI-assisted analytics alongside human review.

Patrick Dwyer is a financial advisor at New Edge Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Boston Private Wealth, Bank of America, and Merrill. Outside of his advisory role, he serves as an advisory board member for the Key Biscayne Community Foundation and the South Florida Neuroscience Center. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that integrates asset allocation, investor behavior, and a range of strategies including proprietary solutions, alternative investments, and third-party managers.

Brendan Keelan is a CFA® charterholder with eight years of industry experience. He is currently an advisor at NewEdge Wealth and has held prior roles at Roswell Housing Authority, Keelan Capital L.L.C., Edge Capital Group, LLC, and Edge Advisors. He serves on the board of the Roswell Housing Authority, which oversees affordable and public housing in Roswell, GA. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a range of strategies including proprietary investment solutions and alternative exposures.

Lance White is a financial advisor with New Edge Wealth, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and UBS Financial Services. Outside of advisory work, he is involved in several entrepreneurial ventures, including managing partnerships focused on real estate and technology investments. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, and institutional clients, offering wealth strategy, financial planning, portfolio management, and consulting services. The firm combines independent managers, model strategies, and technology tools, including AI-assisted analytics, to tailor portfolios and enhance investment decision-making.

Dana Sypniewski is a financial advisor at NewEdge Wealth with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for 11 years before joining NewEdge Wealth. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a range of strategies including proprietary solutions and alternative investments.

Blaine Minton is a financial advisor with New Edge Wealth, holding a Series 66 designation and 26 years of industry experience. Prior to joining New Edge Wealth in 2024, he worked at Bank of America and Merrill from 2016 to 2024. Outside of his advisory role, he is a partner and investor in Bounce, a sports bar located in Delray Beach, FL. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and institutional clients. The firm offers a broad range of advisory services, focusing on asset allocation and investor behavior, and integrates third-party model platforms alongside proprietary investment solutions.

Scott Graver is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with New Edge Wealth, having joined the firm in 2024 after eight years at Bank of America and Merrill. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a variety of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and technology tools such as AI-assisted analytics.

Andres Chavarriaga is a financial advisor at NewEdge Wealth with nine years of industry experience and holds a Series 66 designation. His prior roles include positions at Ultralat Capital Markets and VectorGlobal WMG. He is based in Coral Gables, Florida. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and alternative investment exposures.

Michael Kramer is a financial advisor with New Edge Wealth, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at firms such as J.P. Morgan Securities, First Republic Securities Company, B. Riley & Co., and Ladenburg Thalmann Asset Management. He serves as trustee and successor trustee for several family and client trusts. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, and trusts, offering advisory services that include wealth strategy, portfolio management, and institutional consulting. The firm integrates independent managers, model strategies, and proprietary solutions, using technology tools and AI-assisted analytics alongside adviser judgment.

Steve Palmer is a financial advisor at New Edge Wealth with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at NHTrust, Infinex Investments, Securities America, MetLife Securities, and New England Securities. Palmer serves as a board member of Families in Transition, a nonprofit focused on preventing homelessness. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering wealth strategy, financial planning, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior, integrating independent managers and technology tools, including AI-assisted analytics, into its advisory approach.

Andrew Knight is a financial advisor at NewEdge Wealth in Stamford, CT, holding a Series 66 designation with three years of industry experience. Prior to his current role, he worked at NewEdge Securities Inc and NewEdge Wealth, and he has a background in education, having taught at Skidmore College and local schools. NewEdge Wealth serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and institutional clients, offering comprehensive advisory services that include wealth strategy, portfolio management, and institutional consulting. The firm’s investment approach combines model strategies, separately managed accounts, and alternative exposures, supported by internal and third-party due diligence.

Bretaigne Black is a financial advisor at New Edge Wealth with 18 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services and Edge Capital Group. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm offers wealth strategy, financial planning, discretionary and non-discretionary portfolio management, and institutional consulting, emphasizing asset allocation and investor behavior while integrating technology tools alongside adviser judgment.