News & Articles
NewEdge Wealth Continues Expansion of Atlanta Presence with Two Experienced Financial Service Leaders
Paul Izlar joins as Managing Director and Brendan Keelan as an investment principal as firm continues growth across Southeast footprint STAMFORD, Conn., APRIL 16, 2025 — Wealth management industry veterans Paul Izlar and Brendan Keelan, CFA®, have joined NewEdge...
National Partner Conference 2025
AmericanTCS joined forces with NewEdge Capital Group to host our National Partner Conference in Scottsdale, AZ. Thank you to all our attendees, speakers, sponsors and team members who helped make the conference a success! The post National Partner Conference 2025...
NewEdge Investment Solutions Now Available on Envestnet, SMArtX Platforms
NewEdge Structured Note Strategies Among First Note SMAs on Envestnet & SMArtX STAMFORD, Conn., JAN. 24, 2025 — NewEdge Wealth, LLC, a registered investment advisor specializing in serving ultra high net worth families, family offices and institutional clients,...
Q4 2024 AmericanTCS 401(k) Composite Benchmark
The AmericanTCS 401(k) Composite Benchmark delivered a –0.52% return in the third quarter of 2024, slightly better than the –1.26% return of the 60/40 Balanced Index. Over the same period the S&P 500 Index (large cap U.S. stocks) returned 2.41% as it experienced...
NewEdge Wealth Co-Founder Jeff Kobernick Appointed to Vice Chairman Role
NewEdge Wealth is pleased to announce that Co-Founder Jeffrey Kobernick has been appointed as Vice Chairman of the firm’s parent company, NewEdge Capital Group. Jeff, who has been at the forefront of the wealth management industry for over three decades, played an...
NewEdge Wealth Accelerates Southeast Growth With Two Ultra High Net Worth Managing Directors
William deButts and Jimmy Patrick join as Managing Directors in Atlanta and North Carolina STAMFORD, Conn., JAN. 29, 2025 — NewEdge Wealth, LLC, a registered investment advisor specializing in servicing the needs of ultra high net worth families, family offices and...
NewEdge Capital Group Exceeds Record-Breaking $9.5 Billion 2024 Recruitment Target Ahead of Schedule
Firm Now Services More Than $65 Billion in Client Assets After Third Consecutive Record-Breaking Recruitment Year and Strong Organic Growth Supported by Key Strategic Initiatives PITTSBURGH, DEC. 12, 2024 — NewEdge Capital Group, LLC, a leading and growing wealth...
NewEdge Capital Group Lands No. 5 Spot on Barron’s Top 100 RIA Firms List
For the third consecutive year, NewEdge Capital Group has been listed on Barron’s Top 100 RIA Firms list. This year, we are honored to be listed at No. 5. It’s a testament to the caliber of our firm’s talent and we are grateful to be recognized among our peers....
NewEdge Capital Group Earns Spot on Forbes Top RIA Firms for Third Consecutive Year
We’re thrilled to announce that NewEdge Capital Group has earned the No. 14 spot on Forbes/Shook Research America’s Top RIA Firms list. In our third year of eligibility, we’re honored to be considered among the other leaders of our industry. Forbes/Shook rankings...
Growth at AmericanTCS and NewEdge Capital Group Drive Parent Company EdgeCo Holdings Past $600 Billion in Assets Serviced
Record Growth in Custody, Trading, Administration, Brokerage, Investment Management and Technology Solutions PITTSBURGH, Penn., DEC. 3, 2024 — EdgeCo Holdings, LP, (“EdgeCo”) is pleased to announce it achieved a new record by surpassing $600 billion in assets serviced...