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, is pleased to welcome Aaron Zises as Principal. As the newest member of the NewEdge Wealth team, Mr. Zises will continue to work with ultra high net worth individuals and families on identifying innovative ways to manage the complex demands of their wealth, including asset diversification and investment strategies, wealth strategy planning, tax and estate planning tactics, and legacy planning. He is based out of the firm’s headquarters in Stamford, Connecticut.
Mr. Zises earned a J.D. from the Benjamin N. Cardozo School of Law and a B.S.B.A. from Washington University in St. Louis. He began his career as a hedge fund attorney at Schulte Roth & Zabel where he advised hedge fund and private equity fund sponsors on all aspects of their operations including fund structuring, tax matters, and compliance. He then transitioned to advising ultra high net worth clients, working as a Vice President at Family Management Corporation and a Private Wealth Advisor at U.S. Bank Private Wealth Management. Most recently, Mr. Zises served as a Senior Director at Hightower Advisors.
Mr. Zises is a Trustee and member of the Investment Committee of the Jewish Communal Fund and a past member of the Board of Directors of UJA Federation of New York, where he currently serves on the President’s Advisory Council. Previously, he was a member of UJA’s Executive Committee and chaired the Young Leaders Division for many years.
“We are excited to welcome an advisor of Aaron’s caliber to NewEdge Wealth,” said Rob Sechan, CEO and Co-Founder of NewEdge Wealth. “His charitable efforts and experience will greatly benefit our clients who are also interested in philanthropy. With Aaron’s strong background, we expect him to have a significant impact at NewEdge.”
“Assisting clients with their wealth goals has always been a passion of mine,” said Mr. Zises. “I am honored to join NewEdge Wealth and their lineup of client-centric advisors. I look forward to bringing my clients a fresh perspective on the investment strategies and level of service a firm like NewEdge can offer.”
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, 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 and services in excess of $150 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 and their 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.
*Barron’s rankings awarded in September 2022 based on prior 12-month data. Forbes/Shook rankings awarded in October 2022 based on June 30, 2022 data.