Brian Nick, CAIA, Joins NewEdge Wealth as Managing Director, Head of Portfolio Strategy
Position
Managing Director
Company
NewEdge Wealth
StamfordFinancial ServicesConsultingLegalDescription
NewEdge Wealth, a registered investment adviser, welcomes Brian Nick, CAIA, as the new Managing Director and Head of Portfolio Strategy. In this role, Brian will provide thought leadership across the NewEdge investment platform, focusing on portfolio strategy, construction, and management.
Quick answer
Brian Nick, CAIA, Joins NewEdge Wealth as Managing Director, Head of Portfolio Strategy (June 24, 2024). NewEdge Wealth is based in Stamford, Connecticut, United States.
- Who is the new Managing Director at NewEdge Wealth?
- NewEdge Wealth named Brian Nick Managing Director, announced June 24, 2024.
- What did NewEdge Wealth announce on June 24, 2024?
- NewEdge Wealth, a registered investment adviser, welcomes Brian Nick, CAIA, as the new Managing Director and Head of Portfolio Strategy. In this role, Brian will provide thought leadership across the NewEdge investment platform, focusing on portfolio strategy, construction, and management.
- What does NewEdge Wealth do?
- NewEdge Wealth is a wealth management business delivering best in class resources and solutions designed to meet the changing needs of ultra-high-net-worth, family office and institutional clients.
- Where is NewEdge Wealth based?
- NewEdge Wealth is based in Stamford, Connecticut, United States.
- Which similar companies made leadership changes around the same time?
- Stubbs Alderton & Markiles (June 24, 2024), Ropes & Gray (June 24, 2024), QuantumFy (June 20, 2024) and Sikich (June 18, 2024) also announced leadership changes within 45 days of NewEdge Wealth.
Source: Fundz verified event record.
Other recent leadership changes in Financial Services and Consulting
Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.
- Peter Saari Hired as Chief Operating Officer at Stubbs Alderton & Markiles, LLP (June 24, 2024)
- Ropes & Gray Appoints Kevin Iredell as Director of Global Marketing (June 24, 2024)
- QuantumFy Appoints Michael Carter as Head of Product (June 20, 2024)
- Sikich Appoints Melanie Strah as Global PR Lead and Kyle Adams as Head of The Agency (June 18, 2024)
- Brown Gibbons Lang & Company Adds Dan Gardella as Managing Director within Financial Sponsor Coverage (June 18, 2024)
- WTW Appoints Rich Joseph as Head of Growth for Investments Business in the U.S. (June 17, 2024)
Who to call at NewEdge Wealth, and when
A new leader at NewEdge Wealth brings new priorities and often new vendors. The first weeks are when they listen.
- An alert the day NewEdge Wealth raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at NewEdge Wealth, from your own LinkedIn network
Works inside ChatGPT and Claude. Ask who to call at NewEdge Wealth. With Fundz connected, it knows.
AI made execution free. Knowing first is the whole game now.
Fundz sees it the moment NewEdge Wealth changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Related People
NewEdge Wealth changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.
145 of these a day, filtered to the companies you pick, with the decision-maker attached.
5 screens from a live account. No signup.