In his role, Shai works with advisors to maintain and monitor accounts and assets, prepare performance reports, and more.
Before joining NewEdge, he worked at Summit Trail Advisors, and prior to that was an Associate at BBR Partners LLC.
Shai holds a B.A. in Communications from the University of Maryland and an MBA from Rutgers Business School.
He currently lives in New York City with his wife Eliza and mini labradoodle Goldie.