Deals & Moves: NewEdge Wealth, LPL, and Osaic Poach From Rivals
NewEdge Wealth, the ultra-high-net-worth division of NewEdge Capital Group, recruited four wealth managers to staff a new Fort Lauderdale, Fla., location, marking the firm’s fourth office in the state, the company announced. Paul Yates, Alexandra Escobedo, Trace Shapiro and Michael Wohlgemuth joined the firm to serve ultra-high-net-worth and high-net-worth families, family offices and institutional clients.
