New Edge Wealth

Michaelangelo Dooley is a CFP® and Series 66 licensed financial advisor with New Edge Wealth, bringing 14 years of industry experience. Prior to joining New Edge Wealth and NewEdge Securities in 2022, he worked at UBS Financial Services for 12 years. He serves on the board of directors for South Florida After-School All-Stars and assumed the role of Chairman in August 2022. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs a diversified investment approach that includes model strategies, separately managed accounts, and alternative exposures across multiple asset classes.

Dale Schroeder is a financial advisor with NewEdge Wealth in San Francisco, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining NewEdge Wealth and NewEdge Securities in 2023, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2011 to 2023. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers a range of advisory services, including wealth strategy, financial planning, and portfolio management, with a focus on asset allocation and investor behavior across various investment approaches.

Gilles Gouraige is a financial advisor at NewEdge Wealth with one year of industry experience. He holds the Series 66 designation and previously worked at John Hancock Investment Management. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Diane McClung is a financial advisor at NewEdge Wealth with 17 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. for 13 years before joining NewEdge Wealth and NewEdge Securities Inc. in 2024. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm provides comprehensive advisory services including wealth strategy, financial planning, discretionary and non-discretionary portfolio management, and institutional consulting, managing over $19 billion in client assets as of year-end 2024.

Jeffrey Kobernick is a financial advisor at New Edge Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2008 to 2020. Kobernick serves as treasurer for Friends of Concordia University and is a board member of Banyan Golf Club. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services and employs a multifaceted investment approach that includes proprietary strategies, third-party managers, and alternative exposures across multiple asset classes.

Patrick Dillon is a financial advisor at NewEdge Wealth with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, JP Morgan Securities, and Royal Alliance prior to joining NewEdge Wealth in 2025. NewEdge Wealth primarily serves ultra-high-net-worth individuals, families, foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services including wealth strategy, financial planning, portfolio management, and institutional consulting, managing over $12 billion in regulatory assets as of year-end 2024.

Kevin Miller is a financial advisor at New Edge Wealth with 10 years of industry experience. He holds a Series 66 designation and previously worked at UBS FS from 2015 to 2020. Miller also serves as a relationship manager at New Edge Wealth, focusing on financial services for high-net-worth individuals. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services, including wealth strategy, financial planning, portfolio management, and institutional consulting, with an investment approach that emphasizes asset allocation and investor behavior through a combination of model strategies, separately managed accounts, and proprietary solutions.

Tate Wingate is a financial advisor at NewEdge Wealth with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets, Morgan Stanley, and Ameriprise Financial Services. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and manages approximately $12.06 billion in regulatory assets, utilizing a multifaceted investment process that includes model strategies, separately managed accounts, and alternative investment exposures.

Justin Reese is a CFP® with 19 years of industry experience, currently serving as a financial advisor at NewEdge Wealth since 2022. Prior to joining NewEdge, he spent ten years at UBS Financial Services. Outside of his advisory role, he is a passive owner and financial backer of a boutique training studio and a silent partner providing seed capital for a kitchen cabinet design company. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs a multi-asset investment approach that includes model strategies, separately managed accounts, and alternative investments.

Frank B. Ackerman is a financial advisor at New Edge Wealth with 42 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services from 2008 to 2021. Ackerman is also a managing member of Third Floor Asset Management, LLC. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services, including wealth strategy, financial planning, and portfolio management, utilizing a diversified investment approach that incorporates proprietary strategies and third-party managers.

Kirsten Tuzzo is a financial advisor at NewEdge Wealth with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill from 2016 to 2024. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, integrating model strategies, separately managed accounts, and proprietary investment solutions.

Jamie Wolff is a financial advisor with NewEdge Wealth in Stamford, CT, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He previously worked at UBS Financial Services for nine years before joining NewEdge Wealth and NewEdge Securities in 2022. Outside of his advisory role, Wolff is the proprietor and owner of Griffon Farm, a horse boarding and training business. He also serves as a director of the Rosenberg Foundation, which supports medical funds for children, health associations, Jewish agencies, hospitals, and colleges. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and institutional or charitable clients. The firm offers comprehensive advisory services, emphasizing asset allocation and investor behavior through a combination of model strategies, separately managed accounts, and proprietary investment solutions across various asset classes.

David Chase is a financial advisor with NewEdge Wealth in Chicago, holding a Series 66 designation and 17 years of industry experience. Prior to joining NewEdge Wealth and NewEdge Securities LLC in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors from 2015 to 2025. He serves as a board member and finance committee member at Hinsdale Community House, where he advises on financial and investment matters. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services with an investment process that emphasizes asset allocation, investor behavior, and a combination of model strategies, separately managed accounts, and alternative investments.

Marc Levitt is a financial advisor with NewEdge Wealth, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining NewEdge Wealth in 2022, he worked at UBS Financial Services from 2013 to 2022. Outside of his advisory role, he is involved in managing personal aviation assets, including fractional ownership and leasing of aircraft. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services with an investment process that emphasizes asset allocation, investor behavior, and a combination of model strategies, separately managed accounts, and alternative exposures.

Travis Aldridge is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at New Edge Wealth. His prior roles include positions at NewEdge Securities, Boston Private Wealth LLC, Lincoln Financial Advisors, and Genesis Investment Advisors. Aldridge focuses on investment services for ultra-high-net-worth individuals. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services with an investment approach that emphasizes asset allocation, investor behavior, and a combination of model strategies, separately managed accounts, and proprietary investment solutions across multiple asset classes.