Brian Nick, Caia, Joins New Edge Wealth As Managing Director, Head of Portfolio Strategy
Jun 24, 2024•over 1 year ago
Position
Managing Director
Company
NewEdge Wealth
StamfordLegalFinancial ServicesConsultingDescription
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.
Executive Insights
Based on hiring dataNew executive impact window
87% of new executives make significant technology decisions within first 100 days
Budget influence
C-level executives control 73% of technology spending decisions
Transformation catalyst
65% of new senior hires launch digital transformation initiatives
Vendor review timeline
New executives typically review existing vendors within 6 months