Andrew Matthews

Andrew Matthews

Feb 10, 2026

As Associate, Portfolio Strategy, Andrew provides support for the portfolio strategy and investment team on asset allocation and investment implementation matters. Before joining the NewEdge team, he worked at Summit Trail Advisors for three years. He received his...
Ramadan Krasniqi

Ramadan Krasniqi

Feb 10, 2026

Ramadan is an Associate on the Benefit Solutions team, where he specializes in designing tailored benefit strategies for families who own and operate small to large businesses. He is dedicated to delivering thoughtful, comprehensive solutions that align with each...
Steven Vaccari

Steven Vaccari

Feb 10, 2026

In his role, Steven acts as the client’s central point of contact, where he helps orchestrate customized, institutional-grade solutions, offers recommendations to help families transfer wealth across generations, manages complex financial structures and multi-entity...
Shai Ellberger

Shai Ellberger

Feb 10, 2026

In his role, Shai works with advisors to maintain and monitor accounts and assets, prepare performance reports, and more. Before joining NewEdge, he worked at Summit Trail Advisors, and prior to that was an Associate at BBR Partners LLC. Shai holds a B.A. in...
Catherine Cowie

Catherine Cowie

Feb 10, 2026

Catherine serves as Vice President, Relationship Management of NewEdge Family Office, where she works closely with ultra high net worth families to provide comprehensive investment advice and trust and estate planning. Prior to joining NewEdge, she worked at Summit...