NewEdge Wealth Expands Business Development Team in Response

STAMFORD, Conn.–(BUSINESS WIRE)–NewEdge Wealth, LLC, a registered investment adviser specializing in advising ultra high net worth, family office and institutional clients, has appointed Jason Catlender as Principal, Business Development. In his new role, Mr. Catlender will work with prospective ultra high net worth advisors and teams to assess whether joining NewEdge is the right move for them and their clients.

NewEdge Wealth is a division of NewEdge Capital Group, which currently services over $30 billion in client assets. Since its founding at the end of 2020, NewEdge Wealth has experienced rapid and strategic growth, highlighting the need for a dedicated business development resource. The firm has grown significantly over the past year, adding a 4-person advisory team in Park City, a 6-person advisory team in Miami, an 11-person advisory team in Coral Gables, and an 8-person advisory team in Stamford. This momentum also aided in the recruiting of several prominent industry experts including Cameron Dawson as Chief Investment Officer and Robin Petty as Managing Director and Head of Wealth Strategy.

“We are assembling what we believe to be the best team of advisors in the ultra high net worth space, and more and more advisors are taking notice that what we are providing our team and their clients with is a different level of access and tools than is typically found at the traditional firms,” said Rob Sechan, CEO and Co-Founder of NewEdge Wealth. “Jason Catlender is going to help us respond to the tremendous amount of interest we are now receiving from advisors and identify only the most successful practitioners in the industry. Successful advisors mixed with an innovative environment ultimately leads to success for our clients.”

“Ultra high net worth advisors are taking notice of the movement that’s occurring at NewEdge Wealth,” said Mr. Catlender. “They no longer want to be confined by the restrictions that the larger Wall Street firms have in place and are looking to bring that ‘NewEdge’ to their clients. These advisors are serving some of the most demanding clients in the industry and they need access to the very best tools and resources in order to meet those demands. I am excited to assist these advisors and teams with their complex decisions and help them understand why NewEdge Wealth can not only be the best move for them, but is in fact the type of solution that their clients are demanding.”

With over 25 years of experience, Mr. Catlender has held vice presidential positions at LPL Financial, Bank of America, Merrill Lynch and J.P. Morgan. He received a B.A. degree in economics and business administration from the University of New Hampshire. He will be based out of the Stamford, Connecticut office.

About NewEdge Wealth

NewEdge Wealth is a division of NewEdge Capital Group, LLC. NewEdge Capital Group services over $30 billion in client assets across multiple business lines and supports over 300 financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts. New Edge Capital Group, LLC is the wealth management business unit of EdgeCo Holdings LP, which has over 600 employees and services in excess of $160 billion in wealth and retirement assets.

NewEdge Wealth is designed to meet the needs of ultra high net worth, family office and institutional clients. The division seeks to provide a select group of clients with a personalized level of service and attention designed to help organize and simplify their lives, while also providing access to an expansive menu of institutional caliber products and services — all wrapped in technology that serves as the connective tissue between the client with the advisor to create a stronger, more personal relationship. Investment advisory services offered through NewEdge Wealth, LLC, a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge and its affiliates do not render advice on legal, tax and/or tax accounting matters to clients. Each client should consult his/her personal tax and/or legal advisor to learn about any potential tax or other implications that may result from acting on a particular recommendation. For more information, visit www.newedgewealth.com.

You May Also Like

About the Author: AKDSEO