Newedge Securities News Today : Breaking News, Live Updates & Top Stories | Vimarsana

STAMFORD, Conn., October 16, 2023--NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, announced today that Michael Kramer has joined the firm at its Stamford, CT headquarters. Kramer, who was a board-certified practicing cardiologist before transitioning to the wealth management industry almost two decades ago, comes to NewEdge from his former firm First Republic Investment Managemen

Mercer has picked up 2 firms with more than $500M in assets, while Robertson Stephens, WEG, NewEdge, Hub, Kestra, and RFG all announced new additions.

STAMFORD, Conn., July 06, 2023--NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, announced today that Gregory Pool has joined its growing Miami office.

John Froley has departed First Republic after 2 decades to join the invite-only segment of NewEdge Capital Group.

More than $140 billion in transacted assets at RIAs was announced this week as milestones were achieved and new territory was conquered.