Aubrey Pritchett

Aubrey Pritchett

Feb 10, 2026

Aubrey serves as Executive Assistant, where she oversees operational tasks and internal communications for NewEdge Family Office. Before joining NewEdge, she worked in marketing roles for small businesses in the NYC area, as well as iHeartMedia. She received her B.A....
Marissa Levine

Marissa Levine

Feb 10, 2026

As Analyst, Wealth Strategy, Marissa supports the team in developing and implementing tailored estate planning solutions and organization to ultra high net worth individuals and families. Prior to joining NewEdge, Marissa was a Financial Planning Analyst at Summit...
Katherine Babbitt

Katherine Babbitt

Feb 10, 2026

As Analyst, Client Service, Katherine works closely with her advisory team to handle client requests and help manage day-to-day operations. Prior to joining NewEdge, she worked at Summit Trail Advisors as a Client Service Analyst and held an internship with Homrich...
Brendan Wright, CFP®

Brendan Wright, CFP®

Feb 10, 2026

As Associate, Wealth Strategy, Brendan assists his team with implementing tailored wealth and estate planning strategies to ultra high net worth individuals and families. Before joining NewEdge, he worked for four years at Summit Trail and served as an Asset Analysis...
Blake Target

Blake Target

Feb 10, 2026

Blake brings over 3 years of experience to his role, where he facilitates various aspects of the client experience at NewEdge. He primarily focuses on day-to-day operations and works closely with the team’s Advisors to maintain a high level of support for our...