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 Gregory Pool has joined its growing Miami office.
Pool was previously a Partner and Senior Managing Director at Wellington Management where he managed multi-billion-dollar global equity portfolios with a focus in long/short and long only format. He joins NewEdge Wealth as a Managing Director and will work with team leader Pat Dwyer, a NewEdge Wealth Managing Director and Private Wealth Advisor. He will also join the firm’s Investment Committee alongside notable internal members Rob Sechan, CEO and Co-Founder; Cameron Dawson, Chief Investment Officer, and Ben Emons, Senior Portfolio Strategist.
"Bringing Gregory aboard serves to bolster our portfolio management services and drive continued growth as we utilize his years of experience in managing global portfolios and teams," said Rob Sechan, Co-Founder and CEO of NewEdge Wealth. "Our Miami office opened less than a year ago, and we continue to attract incredibly talented individuals to that team."
NewEdge Wealth, which launched in December 2020, continues to expand its national footprint. In June, the firm announced the opening of a San Francisco and Nashville-area office. A Bentonville, Arkansas, office was launched in March. NewEdge Wealth now has eight offices in addition to its headquarters in Stamford, Connecticut.
Pool said, "I look forward to working with NewEdge Wealth's team and helping the Miami office continue to expand under Pat's leadership. South Florida remains one of the best markets to serve ultra high net worth families, especially as they consider generational transfer in a turbulent market environment."
Pool joined Wellington Management in 2000. He received his bachelor's degree in government from Harvard University and an MBA in Finance from the Wharton School of the University of Pennsylvania.
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.
*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.
