Position
Director
Company
NewEdge Wealth
StamfordFinancial ServicesConsultingLegalDescription
NewEdge Wealth has announced the hiring of experienced wealth manager Patrick McGlothin as a Managing Director. He joins the firm to support its expansion in the Knoxville, Tennessee market.
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.
- Geraci LLP Appoints Jasmine Daya as Chief Operating Officer (June 10, 2025)
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- Smart & Biggar Appoints Stuart Wood as Chief Executive Officer (July 4, 2025)
- Asurity Technologies Appoints Kelly Booth and Sheila Meagher as Senior Vice Presidents of Sales (July 30, 2025)
- Acquis Consulting Group Appoints Kerby Houff as Chief Executive Officer (June 30, 2025)
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.
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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.
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