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INDIVIDUAL RIA FIRM LEADERS Chief Executive Officer of the Year
NEWEDGE WEALTH
Rob Sechan
Rob Sechan is the CEO and Co-Founder of NewEdge Wealth. He is the fearless leader of a team of over 80 and also serves as a Managing Partner of the firm’s parent company. NewEdge Wealth was purpose-built to disrupt the wealth management industry by sharpening the tools of decades-old wealth management processes. As CEO, Rob leads the entire firm in these efforts for the betterment of advisors and clients. This includes technology, alternative investment strategies, advanced wealth strategy, concierge personal service, and more.
NewEdge Wealth was purpose-built to meet the needs of ultra high net worth, family office and institutional clients. While ultra high net worth clients are generally an exception at other firms, NewEdge Wealth works exclusively with these clients and seeks to provide a personalized level of service and attention designed to help organize and simplify their lives, while also providing access to an expansive menu of institutional caliber products and services — all wrapped in technology that serves as the connective tissue between the client and their advisor to create a stronger, more personal relationship. NewEdge is a division of NewEdge Capital Group, a Barron’s Top 100 RIA Firm and Forbes’ America’s Top RIA Firm. NewEdge Capital Group services over $32 billion in client assets across multiple business lines and supports over 300 financial advisors servicing several thousand households, family offices and institutions comprising of more than 75,000 client accounts.
www.newedgewealth.com
117 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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