Meet the Team
- All
- Advisor Solutions
- Business Development
- Compliance
- Leadership
- Marketing
- Mergers & Acquisitions
- NewEdge Capital Group
- Operations
- Service Experience
- Trading & Investments
- Transitions
Alex Goss
Co-Founder, Co-CEO, Managing Partner | Managing Partner, NewEdge Capital Group
Neil Turner
Co-Founder, Co-CEO, Managing Partner | Chief Revenue Officer, NewEdge Capital Group
Jerry Goss
Co-Founder
Charles Warden
Co-Chairman, NewEdge Capital Group | Director, EdgeCo Holdings
Robert McCann
Co-Chairman, NewEdge Capital Group
Jeff Cutler
Chief Experience Officer, Managing Partner
Steve Pirigyi
President
Will Brand, CRCP®
Chief Compliance Officer
David Symecko
Managing Director - Business Development
Erin Corbett
Managing Director – Operations
Ryan Geschke
Managing Director - Trading & Investments
Aaron Spear
Compliance Officer
Alexandra Meyers
Director of Transitions, NewEdge Capital Group
Ana Camp
Director, Platform Technology
Andrew Vella
Investments & Due Diligence Coordinator
Arianna Rodriguez, CIMA®
Senior Portfolio Manager
Bennett Duffy
Trader
Bob Drelick
Chief Information Officer, NewEdge Capital Group
Brian DeRoy
Manager of Transitions
Bryce Miller
Trader
Chad Nichter
Manager of Transitions
Charlie Friday
Regional Director of Business Development
Chelsey Schmitt
Assistant Transition Manager, NewEdge Capital Group
Chris Broussard
Chief Marketing Officer
Claire Jauken
Orion Data Specialist
Damon Marty
Head of Trading/TAMP Manager
Darrin Wilson
Billing & Data Manager
David Jones
Creative Director
David Schnier
Managing Director | General Counsel | Chief Compliance Officer, NewEdge Capital Group
Elizabeth Axtell
Director of Marketing
Emerson Romero
Account Administration Associate
Erik Feldman
Regional Director of Business Development
Erin Timmerman
Senior Vice President | General Counsel, EdgeCo Holdings
George Sins
Portfolio Manager
Grant Davis
Internal Regional Director of Business Development
Hannah Schmitt
Graphic Designer
Heather Pehrson
Compliance Analyst
Jack Rovetto
Portfolio Manager
James Sorey
Regional Director of Business Development
Jeffrey Hammack, CPA
M&A and Financial Reporting Manager
Jennifer DeLoach, CFP®
Deputy Chief Compliance Officer
Jenny Kurz
Director of Marketing
Jill Petersen
Account Administrative Specialist
John Straus
President, NewEdge Wealth
John Wight
Manager, Advisor Advocate
Jon-Michael Morrison
Regional Director of Business Development
Joseph Banco
Chief Financial Officer, NewEdge Capital Group
Josh White
Trading Associate
Justin Schoepf
Manager, Advisor Technology
Karen Boggs
Manager of Transitions
Katherine Lehnhardt
Executive Assistant
Katherine Stucky
Marketing Manager
Kearstin Scarbrough
Sr. Service Experience Associate
Krista Riley
Human Resources Manager & Onboarding Specialist
Kyle Graffagnini
Director of Trading
Leslie Oakes
Manager of Mergers and Acquisitions
Lauren Lehman, CFP®, CFA®
Head of Portfolio Management
Marc Flecha
Data Analyst & Billing Specialist
Mary Jo Totten
Director, Human Resources
Megan Swain
Advisor Technology Training Specialist
Melissa Lauriano
Office Manager
Melissa Patafio
Manager of Transitions
Melissa Schuessler
Manager of Transitions
Michael Jones, CFP®
Senior Compliance Officer
Michelle Gantt
Director of Service Experience
Nick Cantone
Regional Director, Business Development
Robert Sechan
Managing Partner, NewEdge Capital Group | CEO, Managing Partner, Co-Founder, NewEdge Wealth
Sandra Baker
Account Administration Associate
Scott Baer
Vice President, Trading
Sophia Williams
Sr. Service Experience Associate
Therese Pollack
Transition Representative
Tris Millard
Portfolio Manager
Tyler Trapani
Billing & Compensation Associate
Zach Clemons
Manager, Advisor Advocate
