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 management organizations. Experience has taught me what separates firms that merely enjoy early success from those that achieve enduring growth. Adding James Jesse to the leadership team at NewEdge is part of our focus on achieving enduring growth.

I was fortunate to be invited by Chuck Warden into NewEdge after it was launched, and it’s been a pleasure to work with Chuck, Rob Sechan, Alex Goss, and the rest of the NewEdge management team in this successful endeavor. When something grows quickly —and NewEdge has grown to over $80 billion in just five years — there comes a moment when you have to ask yourself: are we building for the next five years, or the next fifty and beyond?

James Jesse brings something rare: the institutional sophistication of Morgan Stanley and ICONIQ Capital, combined with a deep understanding that our business ultimately rests on one thing — trust.  The trust our advisors place in us when they partner with NewEdge for their practices, and the trust their clients place in them when they choose this platform.

That trust isn’t maintained through aspiration. It’s maintained through execution at the highest level. Through infrastructure that works. Through leadership that gets out of the way of great advisors doing great work. Through a platform that delivers on its promises every single day.

Today, NewEdge stands as an advisor-first platform that competes with the wirehouses on capability, while allowing advisors to preserve the independence and ownership that matter most to them. James is the right leader to scale that vision and continue building on what makes it all work.

To the NewEdge employees who have poured their hearts into this firm — this appointment honors your commitment and raises the stakes on ours. To the advisors who have entrusted us with their businesses and their clients — rest assured, the NewEdge leadership team understands that your success is our only metric. To the industry watching — this is what serious looks like.

Welcome, James. Let’s build something that lasts.

-Robert McCann
Co-Chairman, NewEdge Capital Group

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