

NewEdge Wealth: Detailed Company Information & Corporate Profile
Contact top employees from
NewEdge Wealth
Summary
The business currently specializes in Financial Services area. The company has 100-200 employees. Register with SignalHire to connect with NewEdge Wealth employees and management.
| NewEdge Wealth Website | newedgewealth.com |
| Phone Number | 855.949.5855 |
| Industries | |
| NewEdge Wealth Headquarters address | 2200 Atlantic Street, Stamford, Connecticut, 06902 US |
| Company Size | 100-200 employees |
| Specialties | Ultra High Net Worth, Family Office Services |
| Founded | 2020 |
| Estimated Annual Revenue | $100M - 500M |
Workforce Turnover
Number of employees switched from or switched to
Total employee turnover
Departmental sample breakdown
Turnover activity captured in SignalHire's departmental sample ( employees):
Length of Employment
NewEdge Wealth's workforce includes employees across a wide range of tenure levels.
8% have been with the company for less than 1 year42% have been with the company for 1 to 2 years25% have been with the company for 3 to 4 years8% have been with the company for 5 to 7 years17% have been with the company for more than 11 yearsContact top employees from
NewEdge Wealth
Travis LazaroffVice President
Ben LopeVice President, Wealth Advisor
Margie TheysVice President, Operations
Matt MongonVice President, Portfolio Strategy
Alexis KappeVice President, Client Services
Anne Michael McGrathVice President, Client Service
Brian NickManaging Director and Head of Portfolio Strategy
Francine SalernoVice President - Client Services at NewEdge Wealth
John StrausPresident
Travis AldridgeVice President, Portfolio Strategy
Lindsey CollinsClient Service Analyst at NewEdge Wealth
Daniella AsaroPPLI Analyst
Ella CherenekNewEdge Wealth Management Intern
Ignatius NeifertWealth Management Intern
Anna SimsClient Services Associate
Theo YannuzziIntern
Companies Similar to NewEdge Wealth
NewEdge Wealth Corporate Information: FAQ
NewEdge Wealth operates in the Finance industries. More details can be found on the official website: newedgewealth.com.
NewEdge Wealth has offices located in Stamford, US.
The headquarters of NewEdge Wealth are located in Stamford, United States.
You can contact NewEdge Wealth by phone at 855.949.5855.
NewEdge Wealth currently employs 100-200 people.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.





