NewEdge Advisors adds Dallas team from JP Morgan

Andrew_Cohen
Author Andrew Cohen

Andrew Cohen reports on family offices for Crain Currency. He has previously covered sports technology and sports business for SportTechie, Sports Business Journal and Front Office Sports and worked in editorial roles at MLB Advanced Media and PGA Tour Live. His work has also appeared in Decrypt, amNewYork and The Journal News. Cohen is based in New York and graduated from Ohio University's E.W. Scripps School of Journalism.

Jul 01, 2024
3 months ago

Fortis Wealth Advisors, a Dallas-based team that previously oversaw $580 million in client assets at JP Morgan, has joined the New Orleans-based registered investment adviser firm NewEdge Advisors.

Industry veterans Erik Linstrom, Ben Roth, Shawn Stanley and Kris Cawthon are the founders of Fortis Wealth Advisors heading to NewEdge, with Goldman Sachs Custody Solutions set to serve as their primary custodian. Fortis Wealth’s move follows Stonebridge Financial Partners, a firm that oversaw $540 million in assets at Carson Wealth and joined NewEdge on June 18.

NewEdge Advisors is part of NewEdge Capital Group, which serves $50 billion assets across 75,000 client accounts. More than 330 advisers are affiliated with NewEdge across its over 140 office locations. 

Andrew_Cohen
Author Andrew Cohen

Andrew Cohen reports on family offices for Crain Currency. He has previously covered sports technology and sports business for SportTechie, Sports Business Journal and Front Office Sports and worked in editorial roles at MLB Advanced Media and PGA Tour Live. His work has also appeared in Decrypt, amNewYork and The Journal News. Cohen is based in New York and graduated from Ohio University's E.W. Scripps School of Journalism.