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Dear Client,                                                                                        August 27th, 2018

      We are pleased to announce that we have hired Matthew Newman to replace Emily Erani. Matthew starts today 8/27 and his email is Matthew.Newman@edgewealth.com. Going forward Matthew will be handling all of Emily's previous responsibilities in helping facilitate any of your needs, issues or questions.

Matthew is a 2018 graduate from Tulane University A.B. Freeman School of Business. Matthew majored in Finance.

 

Best Regards,
Edge Wealth Management






Dear Client,                                                                                             March 14, 2016

In an effort to better serve our clients, we at Edge Wealth are now offering financial and retirement planning in addition to our insurance and estate planning platform. These confidential discussions will help you navigate the complexities of achieving your long term financial goals. We can assist with retirement planning, college savings, estate planning, and life insurance needs.


Please contact your Edge Wealth advisor if you are interested in discussing further.


Regards,

The Edge Wealth Team

 





   
Dear Client,                                                                                       December 1, 2014

We are pleased to announce that we have hired Matthew Oil to replace Jason Wecker. Matt starts today 12/1 and his email is matthew.oil@edgewealth.com. Going forward Matt will be handling all of Jason’s previous responsibilities in helping facilitate any of your needs, issues or questions.

Matt is a 2014 graduate from Lehigh University's College of Business and Economics with a major in Accounting. He is pursuing his Series 65 license as well as his CFA.

Best Regards,

Edge Wealth Management


 

 

 

 

Dear Client,                                                                                                June 26 2014

Thank you for helping to propel Edge Wealth Management to the Financial Times Top 300 RIA's list. Please click here.

We are proud to be listed amongst some of the most prestigious firms in the country and as always we are grateful for your confidence in us as advisors.

Best Regards,

Edge Wealth Management


 

 

 

 

Dear Client,                                                                                               September, 2013

 

We are pleased to announce the hiring of John Marx in the role of Financial Advisor.  Prior to joining Edge John spent 25 years working in the institutional and capital markets.  John’s career ranged from corporate bond trading and as a trading manager at Morgan Stanley, Smith Barney, Nomura and Mitsubishi UFJ.  John’s extensive experience in the capital markets syncs well with Edge Wealth’s philosophies and strategies and is additive to Edge Wealth’s continued growth.

Regards,


Edge Wealth Management

 

 

 

 

 

Dear Client,                                                                                                  November, 2012

 

We are pleased to announce the hiring of Michael Silver in the role of Financial Advisor.  Prior to joining Edge, Michael spent 20 years working in the institutional and capital markets, mainly in the hedge fund business as a trader at Och-Ziff Capital and Aurelius Capital.  Michael’s extensive capital markets experience is congruent with Edge Wealth’s strategy and is additive to Edge Wealth’s continued growth.  We thank you for your continued support and wish you all an enjoyable holiday season.


 

Regards,


Edge Wealth Management

 

 

 

 

Dear Client,                                                                                                             July, 2012

We are proud to announce that based on our annual 2011 SEC filing that Edge Wealth was ranked #189 of 12,000+ Registered Investment Advisory firms based on total assets.  As always we thank you for your continued support as our assets under management continue to grow.

http://www.fa-mag.com/docs/magazine/RIA%20Expanded%20Ranking.1.pdf


Regards,

Edge Wealth Management

 





Dear Client,                                                                                                            June, 2012

 

We are pleased to announce that we have hired Jason Wecker to replace Kevin Quinn. Jason begins on Monday and his email is Jason.wecker@edgewealth.com . Going forward Jason will be handling all of Kevin’s previous responsibilities in helping facilitate any of your needs, issues or questions.

 

Jason is a recent graduate from the University of Miami School of Business with a major in Finance. He is pursuing his CFA as well as a Series 65 license.

 

Regards,

Edge Wealth Management

 

 

 

Dear Client,                                                                                                       January, 2012

 

We are pleased to announce the hiring of Donald Bond in the role of Financial Advisor.  Prior to joining Edge, Don was a Managing Director at R.W. Pressprich and has worked at L.F. Rothschild, Bear Stearns, and DLJ throughout his 30 year career.  Don's extensive capital markets experience is congruent with Edge Wealth's strategy and is additive to Edge Wealth's continued growth.  As always we thank you for your continued support and look forward to speaking with you in the coming weeks.

Regards,

Edge Wealth Management


 

Dear Client,                                                                                                      October, 2011

We are happy to announce that after 5 years in our present location we are moving to 805 Third Avenue, Floor 12, New York, NY 10022 as part of our ongoing growth and expansion.  Please feel free to come by and visit our new space at any time.  We will be operating in this space beginning Friday October 28th.

 

Regards,

Edge Wealth Management

 

 

 

 Dear Client,                                                                                                          May, 2011 

We are pleased to announce the hiring of Christos Charalambous, CFA in the role of Senior Strategist. Christos will be responsible for macro-economic research as well as sector and stock specific research. He is a CFA charter holder and is a graduate of The London School of Economics and the Cass Business School of London. Prior to joining Edge, Christos was a portfolio analyst at State Street Global Advisors and an equity research analyst at Nomura Asset Management. As Edge Wealth continues to grow, Christos will help broaden our platform with a combination of deep research that will lead to specific investment themes and ideas. Christos will begin here on June 1 and we hope all of you get to meet or chat with him over the ensuing months.  

Regards,

Edge Wealth Management 

 

 

 
 Dear Client,                                                                                               February, 2011       

Based on our 2010 Q1 SEC filing, Edge Wealth was ranked #6 in the country of 12,000+ RIA firms as the “Fast Movers” based on growth of assets under management.  As most of you know, Edge Wealth was founded in the fall of 2006 and we thank you for your continued support as we strive to maximize client returns with a measured degree of risk and diversification.  Our assets under management continue to grow and currently stand at $491mm as of this year’s most recent SEC filing. 

Regards, 

Edge Wealth Management