NewEdge Wealth Continues Expansion of Atlanta Presence with Two Experienced Financial Service Leaders

Paul Izlar joins as Managing Director and Brendan Keelan as an investment principal as firm continues growth across Southeast footprint

STAMFORD, Conn.--(BUSINESS WIRE)--Wealth management industry veterans Paul Izlar and Brendan Keelan, CFA^®, have joined NewEdge Wealth, LLC, a registered investment advisor specializing in servicing the needs of ultra high net worth families, family offices and institutional clients.

Izlar becomes a Managing Director and Keelan takes on the role of Principal, Investment Solutions, Fixed Income. They join the team with prior colleagues William deButts and Jimmy Patrick, who joined NewEdge as Managing Directors in January. Izlar was a founding partner at Edge Capital Partners in Atlanta, while Keelan served as a director. Prior to that, Izlar worked with NewEdge Wealth Co-Founders Rob Sechan and Jeffrey Kobernick, as well as President John Straus, during their time together at Morgan Stanley.

“As the home for more than a dozen Fortune 500 companies, Atlanta has always been a significant wealth hub. In addition, the metro area is experiencing a transformative wealth migration, furthering our commitment to support the evolving needs of ultra high net worth clients,” said Rob Sechan, Co-Founder and CEO of NewEdge Wealth. “As NewEdge continues to attract top-tier wealth advisors who value a firm that understands their needs, we are thrilled to welcome Paul and Brendan to our growing team.”

Izlar brings three decades of wealth management expertise, serving private clients and institutions on long-term growth strategies. His wealth management career began at Morgan Stanley, where he served in the Private Wealth Management division. In 2007, he founded Edge Capital Partners in Atlanta. He also served as Managing Director, Southeast Regional Manager and National Head of Client Acquisition at Credit Suisse.

Keelan has nearly two decades of wealth management experience, holding key roles at Edge Capital Partners and StableRiver Capital Management. In 2022, he founded his own Registered Investment Advisor firm, Keelan Capital.

NewEdge Wealth now has over 50 ultra high net worth advisors across 15 locations, including Atlanta, Miami, Nashville and San Francisco.

About NewEdge Wealth

NewEdge Wealth is a division of NewEdge Capital Group, LLC. NewEdge Capital Group services multiple business lines and supports over 450 financial advisors servicing several thousand households, family offices and institutions. NewEdge 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 1,000 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, LLC, 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 2024 based on prior 12 month data. Forbes/Shook rankings awarded in October 2024 based on data from 3/31/23-3/31/24. Neither NewEdge Wealth nor its employees pay a fee in exchange for these rankings.