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 industry veteran Christopher Ayer has joined the firm as a Principal, establishing the firm’s first New Hampshire office.
Ayer specializes in wealth protection and tax mitigation strategies for closely held businesses, especially franchise owners, delivering a full family office experience by collaborating with client’s attorneys and CPAs. He was previously a Senior Vice President of Wealth Management at Pallas Capital Advisors. Also joining his team is Anne-Michael McGrath, Vice President of Client Service.
“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. “We are excited to welcome him to the firm as he helps us expand into New Hampshire.”
Before Pallas Capital Advisors, Ayer was a financial advisor and Managing Director at Ameriprise Financial Services, where he focused on tax, estate and generational wealth planning for a select group of clients. He was also a Senior Vice President at UBS and Smith Barney.
Ayer said, “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.”
NewEdge Wealth, based in Stamford, Connecticut, launched in December 2020 and has grown to 14 offices, including locations in Atlanta, Miami, Nashville and San Francisco.
Stay Ahead of the Financial Curve with Our Latest Fintech News Updates!
