Brian Nick Joins NewEdge Wealth Investment Management Team

Veteran Investment Strategist To Enhance Firm’s Portfolio Leadership
Brian Nick, Managing Director, Head of Portfolio Strategy, and Rob Sechan, CEO and Co-Founder, NewEdge Wealth
Brian Nick, Managing Director, Head of Portfolio Strategy, and Rob Sechan, CEO and Co-Founder, NewEdge Wealth

The Stamford, Connecticut-based ultra-high net worth RIA, NewEdge Wealth, has named Brian Nick Managing Director, Head of Portfolio Strategy.

The veteran investment manager will provide “thought leadership across the NewEdge investment platform, including portfolio strategy, portfolio construction and portfolio management,” according to a company release.

Rob Sechan, CEO and Co-Founder of NewEdge Wealth, welcomed Nick, noting that his experience with large scale global issues impacting investments will be important to the firm’s clients.

“Investors are becoming more sophisticated and knowledgeable about asset classes, and Brian will help our ultra-high net worth, family office and institutional clients understand the best choices to meet their financial goals,” Sechan said.

Previously Nick served as Chief Investment Strategist at TIAA/Nuveen, Head of Tactical Asset Allocation at UBS Wealth Management Americas, an Investment Strategist at Barclays Wealth and a Markets Analyst at the Federal Reserve Bank of New York. He graduated from Dartmouth with a bachelor’s degree in economics and government.

Nick said, “We are seeing unprecedented interest in asset allocation and an expanded universe of investment options – particularly in the alternative investment space – which makes this process even more critical to continue to provide the best guidance for our clients.”

Launched in December 2020, NewEdge Wealth has 11 offices, including Atlanta, Miami, Nashville and San Francisco. It is a division of NewEdge Capital Group, which also includes NewEdge Advisors.

Earlier this month, NewEdge Advisors recruited $540 million Stonebridge Financial Partners from Carson Wealth. In February, NewEdge Advisors recruited Nesso Wealth, which oversaw about $262 million in client assets.

Michael Madden, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at mmadden@wealthsolutionsreport.com.

Total
0
Shares
Related Posts

Sign Up for Our Newsletters

Sign Up for Our Newsletters