As Principal of New Edge Wealth, Jamie works closely with families to create bespoke investment plans to help protect and grow their wealth. With more than 30 years of experience helping clients meet their personal wealth goals, Jamie provides advice and solutions to address all aspects of her clients’ lives — from wealth management and asset allocation to longevity and multigenerational estate planning.
Jamie’s approachable style and dedication helps provides families with confidence that they will have an advisor that understands the needs of each generation. Her attention to detail and transparent communication helps give clients comfort that she is providing well thought-out solutions that address their most meaningful goals. As a Certified Divorce Financial Analyst® (CDFA®), Jamie also specializes in working with clients that are navigating the complexities of divorce or adjusting to the death of a spouse.
Prior to joining NewEdge Wealth, Jamie advised affluent families at both UBS and J.P. Morgan. Jamie earned her Bachelor of Science degree in Business Management from the University of Buffalo. In her spare time, Jamie is an avid equestrian and lives on a farm in Pound Ridge, NY, with her husband and two children.
Sign up to view 0 direct reports
Get started