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Team
Matthew Weinberg
Principal
Matt co-founded Edge Wealth in the fall of 2006. He has over 20 years of institutional trading experience. Matt was the head of trading desks at several large investment banks including Smith Barney, Prudential and JP Morgan. He gained proprietary trading experience after having worked at Greenwich Arbitrage. Moreover, he was a principal at Guggenheim Capital Markets, a boutique investment bank and broker/dealer. Matt is a graduate of Brandeis University.
Doug Spitz
Principal
Doug co-founded Edge Wealth in the fall of 2006. He was an institutional bond trader for 17 years. Doug was the head of the mortgage backed bond desk at Nomura Securities International. He graduated from The College of New Jersey in 1988 with a degree in Finance.
Rich Spinner, CFP, ChFC
Senior Financial Advisor
Rich has 20 years of institutional bond sales experience. Rich joins us from Merrill Lynch where he was a Financial Advisor, working extensively with all financial products. Rich is a graduate of SUNY Buffalo. He has the CFP certification and is also a ChFC charterholder.
Brett Rosen
Marketing/Estate Planning
Brett has over 25 years of experience in the Life Insurance, Employee Benefits and Estate Planning industry and is also a CLU and AEP®. Brett spearheads the marketing and client relationship efforts at Edge Wealth. Brett is a graduate of the University of Michigan.
John Pak
Senior Financial Advisor
John has 14 years of institutional investing and hedging experience. He has managed a trading desk hedging interest rate risk in addition to managing institutional investment portfolios and mutual funds at Turner Investment Partners and Black Pearl Asset Management. John is a graduate of the University of San Francisco, BA and MA in Economics.
Donald Bond
Senior Financial Advisor
Don has spent his 30 year career in Institutional Capital Markets. He gained experience throughout the fixed income and structured products arena while at L.F. Rothschild, Bear Stearns and DLJ. Don joins us after spending the last 15 years as a partner and managing director at R.W. Pressprich. He graduated with a BS degree in Economics from SUNY Brockport and a MA in Economics from UNC-Greensboro in 1980.
John Marx
Senior Financial Advisor
John has 25 years of experience as a corporate bond trader and trading manager. He began his career spending 12 years at Morgan Stanley, moving on to run trading desks at Smith Barney, Nomura and Mitsubishi UFJ. John is a graduate of Washington University in St. Louis and has an MBA from the Tuck School at Dartmouth.
Christos Charalambous, CFA
Senior Strategist
Christos has 10 years experience in Asset Management. Prior to joining Edge, he was a portfolio analyst at State Street Global Advisors and an equity research analyst at Nomura Asset Management. Christos leads the effort in sector and stock specific research as well as macroeconomic research. Christos is a graduate of the London School of Economics and the Cass Business School of London. He is a CFA charterholder.
Ryan Babeuf
Analyst
Ryan is a Fordham University graduate with a degree in Finance. Ryan is also a Level 2 CFA candidate.
Matthew Newman
Analyst
Matt is a 2018 graduate from Tulane University A.B. Freeman School of Business. Matt majored in Finance.