A Florida based team of eight from Merrill Lynch will expand its presence in the Delray Beach, Boca Raton, and Palm Beach Gardens area.
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Company News
NewEdge Capital Group Recruits Nearly $5.5 Billion to Its Platform in First Half of 2024
NewEdge Capital Group recently announced that successful organic growth and recruiting efforts have put the firm on pace for another record year of growth. As of June 30, 2024, NewEdge Capital Group’s total client assets serviced are more than $55 billion, with a substantial part of that figure coming from successful recruitment efforts.
NewEdge Wealth Welcomes Brian Nick to Investment Management Team
Experienced manager joins from The Macro Institute with experience at TIAA/Nuveen, UBS Wealth Management and New York Federal Reserve Bank.
Cameron Dawson Named CIO of the Year by Institutional Investor
Arriving at NewEdge Wealth in 2022, Cameron leads the development of our investment themes, strategies, and market views. Her leadership and vision have been pivotal in positioning us at the forefront of the industry.
NewEdge Wealth Named Wealthies Finalist for Onward Series
We are pleased to share that NewEdge Wealth’s Onward Entrepreneur Series is a finalist in the Client Initiatives category of the 2024 WealthManagement.com Wealthies awards!
Hunter Gehring Inducted into Marquis Who’s Who
NewEdge Wealth is pleased to announce that Hunter Gehring, Principal, has been inducted into Marquis Who’s Who.
Danielle Brown Wins ‘Outstanding COO’ at Family Wealth Report Awards
NewEdge Wealth is pleased to announce that Danielle Brown was awarded ‘Outstanding COO’ at the Family Wealth Report Awards ceremony in May.* The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals...
Cameron Dawson Honored as Wealth Solutions Report’s Top 5 CIOs
NewEdge Wealth is pleased to announce that Cameron Dawson, CFA®, Chief Investment Officer, has been acknowledged by Wealth Solutions Report as one of the Top Wealth Management CIOs of 2024.
Highlights from the 2024 Onward Conference
The second annual Onward Conference was a continuation of our series that helps entrepreneurs better position themselves, their family, and their company so they can successfully navigate the process of a transaction if and when the time is right.
Ghislain Gouraige Honored as Wealth Solution Report’s Top Black Industry Leaders
NewEdge Wealth is pleased to announce that Ghislain Gouraige, CEPA®, Partner, has been honored as one of the Top Black Industry Leaders of 2024 in the third annual Wealth Solutions Report Pathfinder Awards.* These awards recognize individuals who have demonstrated...