Rob Sechan and Cameron Dawson, CFA® Join Alt Goes Mainstream

In a rapidly evolving wealth management landscape, how do you build a platform that stands out from the crowd? Rob Sechan, Co-Founder & CEO, and Cameron Dawson, CFA®, Chief Investment Officer, recently sat down with Michael Sidgmore to explore this question on the Alt Goes Mainstream podcast.

NewEdge is one of the fastest-growing wealth platforms out there, and Rob and Cameron shared some fascinating insights on how they’ve embraced change to drive this success. Here are some key takeaways from their discussion:

• The evolution of Super RIAs
• The role of alternatives and the importance of due diligence
• Why liquidity and portfolio construction matter