NewEdge Wealth announced that Heather Doherty Guardado has joined the firm’s New York office as a Managing Director.
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Company News
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NewEdge Capital Group announced it was ranked as the nation’s No. 8 firm on Forbes’ 2025 Top RIAs list.
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Hunter Gehring Named Partner at NewEdge Wealth
NewEdge Wealth is pleased to announce that Hunter Gehring has been named Partner. Since joining the firm in 2023, Hunter has been instrumental in spearheading the growth of our Bentonville, AR office, expanding his practice to serve more families and significantly...
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Veteran wealth manager brings two decades of Morgan Stanley experience to Knoxville, Tennessee market STAMFORD, Conn., JULY 17, 2025 — NewEdge Wealth, LLC, a registered investment advisor specializing in servicing the needs of ultra high net worth families, family...
ASCEND Earns 2025 Wealthies Nomination
What an incredible honor to share that ASCEND, our specialized program for athletes, entertainers, and influencers, has been recognized as a finalist in the Client Initiatives category at the 11th Annual Wealth Management Industry Awards. ASCEND, a program by NewEdge...
Following Explosive Growth, Jesse Christensen Strategically Transitions Practice Within NewEdge Family to Enhance UHNW Client Services
Jesse Christensen has joined NewEdge Wealth. The size and sophistication of his clients has expanded to a point where, by shifting to NewEdge Wealth, Christensen can continue scaling the practice with the support and solutions designed specifically for complex clients.
InvestmentNews Nominates NewEdge for RIA of the Year
NewEdge Wealth is a finalist for RIA of the Year at the 2025 InvestmentNews Awards, recognizing our client service, growth, and innovation.