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 Richard Ina has joined the firm from UBS and will establish a Nashville-area office. His previous two associates, Alison Ina and Paige Muirhead, will also join NewEdge Wealth.
"Richard and his team bring a well-established and hard-earned reputation of servicing their clients' unique needs, and we are thrilled to have them within the NewEdge Wealth network," said Rob Sechan, CEO and Co-Founder of NewEdge Wealth. "He wanted a partner to provide more freedom in choosing solutions and services for his client's wealth management needs, and NewEdge provides that flexibility."
Ina and his team will be the first to establish a NewEdge office in the Nashville area. Ina has more than three decades of financial services experience and focuses on wealth planning and money management for high net worth individuals, executives, business owners, and entrepreneurs.
"Our primary focus is to seek ways to improve our clients' investment performance and taxation on their investments. We needed a platform with a broader scope of in-house wealth strategy, enhanced performance reporting, and a sophisticated online experience," Ina said. "We are excited about joining NewEdge Wealth as the firm can provide the support we need to deliver the kind of services our clients expect from their wealth management team."
Ina began his career with Deloitte and Touche in Cleveland, where he focused on auditing pension and endowment plans. He then moved to Smith Barney (now Morgan Stanley Wealth Management), where he held several roles including Senior Vice President of Wealth Management. Ina joined UBS in 2010 as a Managing Director for Wealth Management. He has been named to Forbes' Best-in-State Wealth Advisors for the past four consecutive years.*
About NewEdge Wealth
NewEdge Wealth is a division of NewEdge Capital Group, LLC. NewEdge Capital Group services multiple business lines and supports over 300 financial advisors servicing several thousand households, family offices and institutions. New Edge 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 700 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, Inc., 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.
*Forbes/Shook Best-In-State Wealth Advisors ranking awarded in April 2023, 2022, 2021, and 2020 based on June 30 data of the previous year. Neither Forbes nor SHOOK Research receive compensation in exchange for these rankings.
**Barron’s rankings were awarded in September 2022 based on prior 12-month data. Forbes/Shook rankings awarded in October 2022 based on June 30, 2022, data.
