RIA NewEdge Wealth Adds Experienced Managing Director to Lead Portfolio Strategy
NewEdge Wealth LLC, a registered investment adviser specializing in servicing the needs of ultra-high net worth families, family offices and institutional clients, announced that veteran investment manager Brian Nick, CAIA, has joined as managing director, head of portfolio strategy.
In his role, Nick will provide thought leadership across the NewEdge investment platform including portfolio strategy, portfolio construction and portfolio management.
“Brian has an incredible depth of investment management knowledge with macro and global economic outlooks, and we are excited to have him bring his acumen to NewEdge Wealth,” said Rob Sechan, chief executive officer of NewEdge Wealth. “Investors are becoming more sophisticated and knowledgeable about asset classes, and Brian will help our ultra-high net worth, family office and institutional clients understand the best choices to meet their financial goals.”
Nick has been chief investment strategist at TIAA/Nuveen from 2017 to 2021, head of tactical asset allocation at UBS Wealth Management Americas from 2010 to 2016, an investment strategist at Barclays Wealth 2008 to 2010, and a markets analyst at the Federal Reserve Bank of New York. He graduated from Dartmouth with a bachelor’s degree in economics and government and holds FINRA Series 7 and 66 licenses.
“I am excited to join Rob and the NewEdge Wealth team and to have this opportunity to provide insights and perspectives on investment portfolio management and construction. We are seeing unprecedented interest in asset allocation and an expanded universe of investment options – particularly in the alternative investment space – which makes this process even more critical to continue to provide the best guidance for our clients.” Nick said.
“Having access to the tools and resources the team at NewEdge Wealth have assembled to help with this process were the key reason in accepting this opportunity to come aboard,” Nick added.
NewEdge Wealth, which launched in December 2020, has grown to 11 offices, including locations in Atlanta, Miami, Nashville and San Francisco. The firm is headquartered in Stamford, Conn. NewEdge Wealth is a division of NewEdge Capital Group LLC. NewEdge Capital Group services multiple business lines and supports over 350 financial advisers servicing several thousand households, family offices, and institutions.
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