Gregory Pool Joins Eight-Member NewEdge Team in Brickell Neighborhood
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 Gregory Pool has joined its growing Miami office.
Latest Fintech Interview: Global Fintech Interview with Paul Monk, Chief Executive Officer at Alpha Development
“I look forward to working with NewEdge Wealth’s team and helping the Miami office continue to expand under Pat’s leadership. South Florida remains one of the best markets to serve ultra high net worth families, especially as they consider generational transfer in a turbulent market environment.”
Pool was previously a Partner and Senior Managing Director at Wellington Management where he managed multi-billion-dollar global equity portfolios with a focus in long/short and long only format. He joins NewEdge Wealth as a Managing Director and will work with team leader Pat Dwyer, a NewEdge Wealth Managing Director and Private Wealth Advisor. He will also join the firm’s Investment Committee alongside notable internal members Rob Sechan, CEO and Co-Founder; Cameron Dawson, Chief Investment Officer, and Ben Emons, Senior Portfolio Strategist.
“Bringing Gregory aboard serves to bolster our portfolio management services and drive continued growth as we utilize his years of experience in managing global portfolios and teams,” said Rob Sechan, Co-Founder and CEO of NewEdge Wealth. “Our Miami office opened less than a year ago, and we continue to attract incredibly talented individuals to that team.”
Read More About Fintech Interview: Global Fintech Interview with Michael Rangel, Founder and CEO at Novo
NewEdge Wealth, which launched in December 2020, continues to expand its national footprint. In June, the firm announced the opening of a San Francisco and Nashville-area office. A Bentonville, Arkansas, office was launched in March. NewEdge Wealth now has eight offices in addition to its headquarters in Stamford, Connecticut.
Pool said, “I look forward to working with NewEdge Wealth’s team and helping the Miami office continue to expand under Pat’s leadership. South Florida remains one of the best markets to serve ultra high net worth families, especially as they consider generational transfer in a turbulent market environment.”
Pool joined Wellington Management in 2000. He received his bachelor’s degree in government from Harvard University and an MBA in Finance from the Wharton School of the University of Pennsylvania.
Browse The Complete Interview About Fintech : Global Fintech Interview with Sankaet Pathak, CEO at Synapse
[To share your insights with us, please write to sghosh@martechseries.com]
