Investment adviser NewEdge Wealth hires managing director for Miami office

Marcus Baram
Author Marcus Baram
Marcus Baram is a contributing editor at Crain Currency, where he covers the intersection of finance and politics. Prior to joining Crain Currency, Baram was a staff writer at Fast Company and an editor at Huff Post. He has also written for outlets such as The New York Times, The Atlantic, and Vice. Baram is an expert on economic policy and has a deep understanding of the ways in which politics shapes the global financial system. In his role at Crain Currency, he brings a unique perspective to the complex and ever-evolving world of finance. With his keen analysis and clear writing, Baram helps readers make sense of the important issues impacting the economy today.
Jul 11, 2023
2 months ago
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NewEdge Wealth LLC, a registered investment adviser specializing in ultra-high-net-worth families and family offices, recently hired Gregory Pool, a former partner at Wellington Management. Pool will add to NewEdge's growing Miami office, where he will work with team leader Pat Dwyer and join the firm’s investment committee. At Wellington, Pool managed multibillion-dollar global equity portfolios with a focus in long/short and long-only formats.

NewEdge, which launched in December 2020 and is based in Stamford, Connecticut, has established a national footprint with eight offices, opening its Miami office just last year and recently opening offices in San Francisco and Nashville. 

Poll said, "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."

Marcus Baram
Author Marcus Baram
Marcus Baram is a contributing editor at Crain Currency, where he covers the intersection of finance and politics. Prior to joining Crain Currency, Baram was a staff writer at Fast Company and an editor at Huff Post. He has also written for outlets such as The New York Times, The Atlantic, and Vice. Baram is an expert on economic policy and has a deep understanding of the ways in which politics shapes the global financial system. In his role at Crain Currency, he brings a unique perspective to the complex and ever-evolving world of finance. With his keen analysis and clear writing, Baram helps readers make sense of the important issues impacting the economy today.