NewEdge Capital Group Names James Jesse CEO Amid Rapid Growth Trajectory

Former ICONIQ Capital and Morgan Stanley Leader Joins as Firm Reaches 5-Year Mark, Surpassing $80 Billion Following Record Recruiting Year

PITTSBURGH--(BUSINESS WIRE)--NewEdge Capital Group (NewEdge), a wealth management firm supporting elite advisors and their clients through NewEdge Advisors and NewEdge Wealth, announced today that James Jesse has joined the firm as Chief Executive Officer.

Jesse joins at a pivotal moment for NewEdge, five years after the launch of the firm. Today, NewEdge is a comprehensive wealth management firm that services over $80 billion in assets as of October 31, 2025. NewEdge will leverage Jesse’s significant experience building wealth management platforms, especially for ultra high net worth clients, as it continues to scale and execute its next phase of growth. Rob Sechan, NewEdge Co-Founder and Managing Partner, states, “James brings a unique combination of institutional expertise from Morgan Stanley and ICONIQ Capital, along with an entrepreneurial mindset that complements our vision for NewEdge. Having him as a partner on our leadership team strengthens our ability to serve clients at the highest level across both public and private markets.”

Alex Goss, NewEdge Co-Founder and Managing Partner, said, “What makes this partnership so compelling is James’s demonstrated ability to help take fast-growing companies to the next level, while maintaining a client-centric approach. It was of utmost importance to Rob and me to continue expanding our platform while preserving the advisor-first culture that defines NewEdge.”

Adding Jesse to the leadership team represents a strategic milestone for the firm at this key juncture. His unique combination of institutional expertise and entrepreneurial drive aligns with NewEdge’s vision. “When we founded NewEdge, our goal was to create an independence-focused platform that could compete with the wirehouses on investment capabilities, while giving advisors true ownership,” said Co-Chairman and NewEdge Founder Chuck Warden. “James understands this model and will help us execute on that original vision at scale.”

NewEdge Co-Chairman Robert McCann, who previously led wealth management at Merrill Lynch and served as Chairman and CEO of UBS Wealth Management Americas, added, “What stands out about James is his track record of creating sophisticated investment infrastructure while keeping advisors and clients at the center. That balance is critical as NewEdge becomes the definitive platform for elite advisors.”

Depth of Executive Experience

Jesse served as President, Investment Management and Family Office, at ICONIQ Capital from 2017 to 2024. Founded as one of Silicon Valley’s most prestigious wealth management firms, ICONIQ has grown into a global, multifaceted investment manager renowned for serving the technology industry’s most influential executives and entrepreneurs. During his tenure, Jesse helped build a comprehensive wealth management business combining traditional wealth management with expertise across public and private markets. Prior to ICONIQ, he spent 17 years with Morgan Stanley, where he rose to Global Head of International Wealth Management, overseeing the firm’s wealth management operations across Europe, Asia, and Latin America.

Jesse added, “NewEdge has built something truly distinctive—a technology-enabled platform that puts advisors first while delivering institutional-quality investment solutions. I’m excited to partner with Rob, Alex, and this talented team to scale what they’ve built, serving the industry’s most discerning advisors and their clients while preserving the incredible culture they have fostered. The opportunity ahead of us is exceptional.”

As part of his appointment, James Jesse joins Rob Sechan and Alex Goss on the NewEdge Capital Group Board of Directors.

About NewEdge Capital Group

As an advisor-first, technology-enabled firm, NewEdge is focused on providing elite advisors and their clients with institutional resources with entrepreneurial flexibility. Founded in December 2020 with the launch of NewEdge Wealth, NewEdge has evolved to support both NewEdge Advisors and NewEdge Wealth, serving elite advisors and their clients. Today, NewEdge is ranked No. 3 on the Barron’s 2025 Top 100 RIAs list and No. 8 on Forbes’ 2025 Top RIAs and services over $80 billion in client assets as of October 31, 2025*, delivering exceptional outcomes for advisors and the families they serve.

*Barron’s rankings awarded in September 2025 based on prior 12 month data. Forbes/Shook rankings awarded in October 2025 based on data from 3/31/24-3/31/25. Neither NewEdge Wealth nor its employees pay a fee in exchange for these rankings. Assets “serviced by” the firm includes (i) client assets for which we provide investment advisory services, (ii) client assets for which we provide brokerage services through our affiliate, NewEdge Securities, LLC and (iii) client assets held at affiliated or unaffiliated broker dealers for which we provide supervisory oversight, support services and/or wealth strategy services.