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NewEdge becomes new home for $580M JPMorgan team
Dallas-based team of four attracted by RIA's portfolio management credentials.
NewEdge Wealth welcomes investing leader Brian Nick
The ultra-high-net-worth RIA’s latest hire comes with experience from TIAA/Nuveen, UBS, Barclays, and the Federal Reserve Bank of New York.
NewEdge recruits UBS vet overseeing $500 million in assets
Richard Ina will open an office for the firm in the Nashville, Tennessee, area.
UBS team managing $4.8 billion launches RIA
The move comes at the closes of 2020, which has seen fewer breakaways exit than previous years, but with higher average AUM
