Our Portfolio is Our People
- All
- Advisors
- Investments
- Service
- Wealth Strategy
Alex Shapses, CFP®
Partner
Sarah Silverio, CFA®
Partner
Justin Waterman
Partner
Jeremy Taubes, CLU
Principal
Dominick Trapasso, CPA®
Managing Director
Adam Betancourt, CFA®
Principal, Portfolio Strategy
Matthew Coleman
Principal, Head of Benefit Solutions
Christina Sierra, JD, LLM
Principal, Wealth Strategy
Melissa Cabrera
Vice President, Relationship Management
Catherine Cowie
Vice President, Relationship Management
Shai Ellberger
Vice President, Client Reporting
Steven Vaccari
Vice President, Relationship Management
Ramadan Krasniqi
Associate, Benefit Solutions
Andrew Matthews
Associate, Portfolio Strategy
Blake Target
Associate, Client Service
Brendan Wright, CFP®
Associate, Wealth Strategy
Katherine Babbitt
Analyst, Client Service
Marissa Levine
Analyst, Wealth Strategy
Aubrey Pritchett
Executive Assistant
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if NewEdge is engaged, or continues to be engaged, to provide investment advisory services. Read More