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 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...
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...
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...
In his role, Ehab leads investment diligence and portfolio management across alternative strategies, including primary fund investments and direct opportunities. Before joining NewEdge, he was a Senior Investment Associate at BTN Ventures and previously held positions...