STAMFORD, Conn.--(BUSINESS WIRE)--NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, announced today that industry veteran Christopher Ayer has joined the firm as a Principal, establishing the firm’s first New Hampshire office.
Ayer specializes in wealth protection and tax mitigation strategies for closely held businesses, especially franchise owners, delivering a full family office experience by collaborating with client’s attorneys and CPAs. He was previously a Senior Vice President of Wealth Management at Pallas Capital Advisors. Also joining his team is Anne-Michael McGrath, Vice President of Client Service.
“Chris has established a reputation for helping closely held business owners, executives and high net worth families navigate the complexities of their financial needs. He has joined the NewEdge team to enhance the services and solutions he can deliver to his clients,” said Rob Sechan, Co-Founder and CEO of NewEdge Wealth. “We are excited to welcome him to the firm as he helps us expand into New Hampshire.”
Before Pallas Capital Advisors, Ayer was a financial advisor and Managing Director at Ameriprise Financial Services, where he focused on tax, estate and generational wealth planning for a select group of clients. He was also a Senior Vice President at UBS and Smith Barney.
Ayer said, “I am impressed with the growth and reputation NewEdge Wealth’s leadership has achieved since launching less than five years ago, and I’m thrilled to be part of their team. NewEdge has the tools and support I need to help take my business to the next level.”
NewEdge Wealth, based in Stamford, Connecticut, launched in December 2020 and has grown to 14 offices, including locations in Atlanta, Miami, Nashville and San Francisco.
About NewEdge Wealth
NewEdge Wealth is a division of NewEdge Capital Group, LLC. NewEdge Capital Group services multiple business lines and supports over 400 financial advisors servicing several thousand households, family offices and institutions. NewEdge Capital Group, LLC, a Barron’s Top 100 RIA Firm and Forbes’ America’s Top RIA Firm*, is the wealth management business unit of EdgeCo Holdings LP, which has over 900 employees.
NewEdge Wealth is designed to meet the needs of ultra high net worth, family office and institutional clients. The division seeks to provide a select group of clients with 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. Investment advisory services are offered through NewEdge Wealth, LLC, a registered investment adviser. Securities are offered through NewEdge Securities, LLC, Member FINRA/SIPC. NewEdge and its affiliates do not render advice on legal, tax and/or tax accounting matters to clients. Each client should consult his/her personal tax and/or legal advisor to learn about any potential tax or other implications that may result from acting on a particular recommendation. For more information, visit www.newedgewealth.com.
*Barron’s rankings awarded in September 2024 based on prior 12 month data. Forbes/Shook rankings awarded in October 2024 based on data from 3/31/23-3/31/24. Neither NewEdge Wealth nor its employees pay a fee in exchange for these rankings.
