STAMFORD, Conn.--(BUSINESS WIRE)--NewEdge Wealth, LLC, a registered investment adviser specializing in advising ultra high net worth families, family offices and institutional clients, has appointed Cameron Dawson, CFA® as the firm’s first Chief Investment Officer (CIO). As the CIO, Ms. Dawson will help shape the firm’s investment themes, strategies, and market views, while also working closely with the firm’s advisors and clients to help define portfolio strategies. Ms. Dawson will also serve on the firm’s Investment Advisory Board alongside NewEdge internal members CEO, Rob Sechan, and Head of Research, Bill Englis, as well as outside members, Fundstrat Global Advisors Managing Partner, Tom Lee, Omega Family Office, Inc. Chairman and CEO, Leon “Lee” Cooperman, GoldenTree Asset Management Retired President, Robert Matza, and Fundstrat Global Advisors Managing Director, Brian Rauscher.
Ms. Dawson is widely known in the industry for her differentiated and thoughtful financial commentary with frequent appearances on Bloomberg, CNBC, and Fox Business, among many others. Prior to joining NewEdge Wealth, she was the Chief Market Strategist at Fieldpoint Private Securities and a Senior Equity Analyst at Bank of America. Throughout her career, she has developed experience in macroeconomics and implementing forward-thinking investment themes and asset allocation strategies.
“In today’s increasingly complicated market conditions, a key value we provide our clients with is expertise in assessing the broad investment landscape and thinking about ‘what’s next.’ Cameron’s dynamic and distinguished thought process makes her the perfect fit for this important role,” said Rob Sechan, CEO and Co-Founder of NewEdge Wealth. “We are excited to have her on the team at NewEdge Wealth. Cameron will help us even further expand upon the intellectual capital that our family office and institutional clients demand.”
“NewEdge Wealth is just the firm I’ve been looking for as I embark on this next step of my career,” said Ms. Dawson when discussing joining NewEdge Wealth. “Ultra high net worth clients require ever-changing portfolio needs and it’s apparent that NewEdge Wealth is uniquely positioned to deliver this. I look forward to joining this team and helping to maximize opportunities for our clients.”
NewEdge Wealth is a division of NewEdge Capital Group, which currently services over $32 billion in client assets. The firm continues to experience rapid and strategic growth since its founding at the end of 2020. In April, NewEdge Wealth added eight new senior team members to its headquarters and appointed Managing Director and Head of Wealth Strategy, Robin Petty.
About NewEdge Wealth
NewEdge Wealth is a division of NewEdge Capital Group, LLC. 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 more than 75,000 client accounts. New Edge Capital Group, LLC is the wealth management business unit of EdgeCo Holdings LP, which has over 600 employees and services in excess of $160 billion in wealth and retirement assets.
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 with the advisor to create a stronger, more personal relationship. Investment advisory services offered through NewEdge Wealth, LLC, a registered investment adviser. Securities 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.
