Adam Betancourt is a CFA® charterholder with five years of industry experience. He currently works at New Edge Wealth and previously held roles at Summit Trail Advisors, LLC and Bank of America. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, offering tailored portfolios through a combination of independent managers, model strategies, and proprietary investment solutions.

Justin Waterman is a financial advisor at NewEdge Wealth with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Summit Trail Advisors, LLC and Fischer & Company. 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 integrates asset allocation, investor behavior, and a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Sarah Silverio is a CFA® charterholder and holds a Series 63 license, with four years of industry experience. She currently works at NewEdge Wealth and previously held roles at Summit Trail Advisors, LLC and Fischer & Company. 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.

Alexander Shapses is a CFP® professional with 19 years of experience in financial advising. He is currently with NewEdge Wealth and has held roles at The Leaders Group, Inc., Summit Trail Advisors, M Holdings Securities Inc, Heritage Strategies Inc, A Shapses & Co, and Dearbon Capital. Outside of his advisory work, he manages an outsourced family office business. NewEdge Wealth serves ultra-high-net-worth individuals, families, 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 combination of model strategies, separately managed accounts, and alternative investments.