Team Led by Experienced Advisor James Nichols to Serve Growing Metro Area PITTSBURGH, PENN., JUNE 16, 2026 —NewEdge Capital Group, LLC, announced today that a team led by James Nichols has joined NewEdge Wealth, a registered investment advisor specializing in...

Alex Watts Joins NewEdge from Merrill Lynch Private Wealth STAMFORD, CONN., MAY 27, 2026 — NewEdge Wealth, LLC, a registered investment advisor specializing in servicing the needs of ultra high net worth and high net worth families, family offices and institutional...

EdgeCo Holdings announced a definitive agreement to sell the AmericanTCS business to Ascensus. Ascensus is the engine at the center of America’s savings ecosystem that brings together intuitive technology, AI and high-touch service to support better financial outcomes...

Burt Hilton, Tom Ames and Andrew Kaskel to Support Boston, New York and New Jersey Clients STAMFORD, Conn., FEB. 27, 2026 — NewEdge Wealth, LLC, a registered investment advisor specializing in servicing the needs of ultra high net worth and high net worth families,...

Five years in, we made a very important decision for NewEdge’s next chapter. Earlier this week, we announced the appointment of James Jesse as the CEO of NewEdge Capital Group. During my career, I’ve had the privilege of leading two of the word’s largest wealth...

Former ICONIQ Capital and Morgan Stanley Leader Joins as Firm Reaches 5-Year Mark, Surpassing $80 Billion Following Record Recruiting Year PITTSBURGH, PA — NewEdge Capital Group (NewEdge), a wealth management firm supporting elite advisors and their clients through...

The AmericanTCS Composite Benchmark returned 5.84% for the quarter edging out the Balanced Index’s return of 5.19%. The S&P 500 Index (large cap U.S. stocks) returned 8.11% as AI-related investments continued to dominate returns. The Bloomberg U.S. Aggregate Bond...

The AmericanTCS 401(k) Composite Benchmark delivered a –1.37% return in the first quarter of 2025, about -1% off of the –0.38% return of the 60/40 Balanced Index. Over the same period, the S&P 500 Index (large cap U.S. stocks) returned -4.27%, as elevated...

STAMFORD, Conn., OCT. 28, 2025 — NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, announced today that Heather Doherty Guardado has joined the firm’s...

Our team had the privilege of attending the 11th Annual Wealth Management Industry Awards, where ASCEND, our specialized program for athletes, entertainers, and influencers, was recognized as a finalist in the Client Initiatives category. It was an inspiring evening...