Melissa Cabrera

Melissa Cabrera

Feb 10, 2026

Melissa serves as Vice President, Relationship Management for NewEdge Family Office, where she works closely with clients and her advisory team to provide tailored estate planning and investment advice to ultra high net worth individuals and families. Before joining...
Christina Sierra, JD, LLM

Christina Sierra, JD, LLM

Feb 10, 2026

Christina joined NewEdge in 2025, where she provides highly personalized financial planning tailored to the unique needs of each client. She brings more than 15 years of experience in tax strategy, estate planning, and asset protection planning. Prior to joining...
Matthew Coleman

Matthew Coleman

Feb 10, 2026

In his role, Matthew leads the Benefit Solutions division of NewEdge Family Office, a full-service health insurance brokerage and consulting practice focused on helping companies design and manage their employee benefits in the most cost-effective and efficient ways...
Adam Betancourt, CFA®

Adam Betancourt, CFA®

Feb 10, 2026

Adam serves as Principal, Portfolio Strategy, where he is responsible for the development and oversight of sophisticated, research-driven investment solutions for ultra high net worth families, foundations, and closely held businesses. His work centers on architecting...
Dominick Trapasso, CPA®

Dominick Trapasso, CPA®

Feb 10, 2026

Dominick serves as Managing Director for NewEdge Family Office, where he specializes in developing individualized investment strategies for entrepreneurs, executives, private equity partners, and more. He and his team offer family office services centered around...