NewEdge Wealth, a Stamford, Conn.-based registered investment advisor specializing in servicing ultra-wealthy families, family offices and institutional clients, today announced that it has established its first location in New Hampshire.
The firm said it hired industry veteran Christopher Ayer in Portsmouth, N.H. Ayer most recently worked as senior vice president of wealth management at for Pallas Capital Advisors in Braintree, N.H., and specializes in wealth protection and tax mitigation strategies for closely held businesses, especially franchise owners, according to a news release. Joining him is Anne-Michael McGrath, vice president of client service.
“I am impressed with the growth and reputation NewEdge Wealth’s leadership has achieved since launching less than five years ago, and I’m thrilled to be part of their team. NewEdge has the tools and support I need to help take my business to the next level,” Ayer said in a prepared statement.
Ayer has worked at Morgan Stanley, Citigroup Global Markets, UBS Financial Services and Ameriprise Financial Services, according to BrokerCheck. He joined Goss Advisors, the predecessor to NewEdge, in 2020 and spent about a year there before moving to Pallas.
“Chris has established a reputation for helping closely held business owners, executives and high-net-worth families navigate the complexities of their financial needs. He has joined the NewEdge team to enhance the services and solutions he can deliver to his clients,” said Rob Sechan, co-founder and CEO of NewEdge Wealth.
Launched in December 2020, NewEdge Wealth has grown to 14 offices, including locations in Atlanta, Miami, San Francisco and Nashville, Tenn. NewEdge Wealth is a division of NewEdge Capital Group, which services multiple business lines and supports more than over 400 financial advisors.