NewEdge Wealth: Detailed Company Information & Corporate Profile
Contact top employees from
NewEdge Wealth
Summary
NewEdge Wealth has been in the industry for 6 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 196. To connect with NewEdge Wealth employee register on SignalHire.
| NewEdge Wealth Website | newedgewealth.com |
| Phone Number | 855.949.5855 |
| Industries | |
| NewEdge Wealth Headquarters address | 2200 Atlantic Street, Stamford, Connecticut, 06902 US |
| Employees Size | 100-200 employees |
| Specialties | Ultra High Net Worth, Family Office Services |
| Founded | 2020 |
Workforce Turnover
Number of staff members switched
Total number all of employee turnover
Corporate Tenure Analytics
NewEdge Wealth Workforce Experience Insights
1% have been with the company for less than 1 year28% for 1–2 years46% for 3–4 years19% for 5–7 years3% for 8–10 years3% have over 11 years of service at NewEdge WealthContact top employees from
NewEdge Wealth
Travis Lazaroff
Vice President
Ben Lope
Vice President, Wealth Advisor
Margie Theys
Vice President, Operations
Matt Mongon
Vice President, Portfolio Strategy
Alexis Kappe
Vice President, Client Services
Anne Michael McGrath
Vice President, Client Service
Brian Nick
Managing Director and Head of Portfolio Strategy
Francine Salerno
Vice President - Client Services at NewEdge Wealth
John Straus
President
Travis Aldridge
Vice President, Portfolio Strategy
Arthus Boucard
Client Service Analyst
Sophie Ayer
Analyst, Client Service
Anna Falcone
Incoming Strategic Planning Intern
Jeffrey Cherkas
VP, Client Relationship Specialist, Trader
Tim Kelm
Incoming 2026 Summer Analyst
Brendan Warmack
Private Wealth Management Intern
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NewEdge Wealth Corporate Information: FAQ
NewEdge Wealth operates in the Finance industries. More details can be found on the official website: newedgewealth.com.
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.
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