NewEdge Wealth: Detailed Company Information & Corporate Profile

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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 Websitenewedgewealth.com
Phone Number855.949.5855
Industries
NewEdge Wealth Headquarters address2200 Atlantic Street, Stamford, Connecticut, 06902 US
Company Size100-200 employees
SpecialtiesUltra High Net Worth, Family Office Services
Founded2020
Estimated Annual Revenue$100M - 500M

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Length of Employment

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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 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from NewEdge Wealth
Travis Lazaroff
Travis LazaroffVice President
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Ben Lope
Ben LopeVice President, Wealth Advisor
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Margie Theys
Margie TheysVice President, Operations
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Matt Mongon
Matt MongonVice President, Portfolio Strategy
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Alexis Kappe
Alexis KappeVice President, Client Services
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Anne Michael McGrath
Anne Michael McGrathVice President, Client Service
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Brian Nick
Brian NickManaging Director and Head of Portfolio Strategy
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Francine Salerno
Francine SalernoVice President - Client Services at NewEdge Wealth
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John Straus
John StrausPresident
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Travis Aldridge
Travis AldridgeVice President, Portfolio Strategy
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Lindsey Collins
Lindsey CollinsClient Service Analyst at NewEdge Wealth
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Daniella Asaro
Daniella AsaroPPLI Analyst
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Ella Cherenek
Ella CherenekNewEdge Wealth Management Intern
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Ignatius Neifert
Ignatius NeifertWealth Management Intern
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Anna Sims
Anna SimsClient Services Associate
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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.
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.

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