Travis Aldridge is a CFA® charterholder with 16 years of industry experience. He is currently with New Edge Wealth, where he has worked since 2021, and also with NewEdge Securities, Inc. since 2022. His prior experience includes roles at Boston Private Wealth LLC, Lincoln Financial Advisors, and Genesis Investment Advisors. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients such as family offices and foundations. The firm focuses on asset allocation and investor behavior, offering tailored portfolios through a combination of independent managers, model strategies, and proprietary investment solutions, supported by technology tools including AI-assisted analytics.

Andrew Draft is a financial advisor at NewEdge Wealth in Miami, FL, holding a Series 65 designation with two years of industry experience. Prior to joining NewEdge Wealth in 2023, he worked at Grover USA Inc. and Uber Technologies, Inc., among other companies. 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 emphasizes asset allocation and investor behavior through a range of strategies, including proprietary investment solutions and alternative exposures.

Jorge Carbajal is a financial advisor at New Edge Wealth in Miami, FL, holding a Series 65 designation. He has five years of industry experience, including roles at Boston Private/Silicon Valley Bank, TD Bank, Terrabank, and Bankunited. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior to tailor portfolios using a combination of independent managers, model strategies, and proprietary investment solutions, supported by technology tools including AI-assisted analytics.

Gregory Pool is a CFA® charterholder and financial advisor at NewEdge Wealth with two years of industry experience. Prior to joining NewEdge Wealth in 2023, he worked at Wellington Management for 23 years. He has made an investment in the development of a multifamily home project. 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 a diversified investment approach that includes model strategies, separately managed accounts, and alternative exposures across multiple asset classes.

Cara Vazquez is a financial advisor with New Edge Wealth in Miami, FL, holding Series 65 and Series 63 licenses and one year of industry experience. She previously worked at Power Sustainable for three years and at BlackRock for six years. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior to drive returns, offering tailored portfolio management through independent managers, model strategies, and proprietary investment solutions.

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.