NewEdge Wealth Establishes Atlanta Office in Buckhead

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Pritchett and Noble, formerly of The Pritchett Group at J.P. Morgan Wealth Management, join NewEdge Wealth along with an experienced client service associate.

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Business Wire, Inc.Business Wire, Inc.
Retrieved on: 
Wednesday, February 7, 2024
Information
Tags: 
Asset Management, Professional Services, Finance, Morgan Stanley, Entrepreneurship, J. P. Morgan, Kidder, Peabody & Company, UBS, Financial services
Geotags: 
UNITED STATES, NORTH AMERICA, NEW YORK, CONNECTICUT, NASHVILLE, TENNESSEE, ARKANSAS, SAN FRANCISCO
Summary
Key Points: 
  • Pritchett and Noble, formerly of The Pritchett Group at J.P. Morgan Wealth Management, join NewEdge Wealth along with an experienced client service associate.
  • “The Southeastern United States represents a massive and relatively underserved high net worth and ultra high net worth wealth management market, and we are excited that Roland and Andrew will help NewEdge provide this region with best-in-class service,” said Rob Sechan, Co-Founder and CEO of NewEdge Wealth.
  • In 1999, Pritchett was hired by current NewEdge Wealth President, John Straus, at Morgan Stanley Private Wealth Management, where he also played a pivotal role in opening its first Atlanta office.
  • Pritchett said, “The future of high net worth and ultra high net worth wealth management service is with growth-minded firms like NewEdge.


NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices, and institutional clients, announced today that it opened an Atlanta office with Roland Pritchett and Andrew Noble.

Pritchett and Noble, formerly of The Pritchett Group at J.P. Morgan Wealth Management, join NewEdge Wealth along with an experienced client service associate. Pritchett was named the Managing Director of the Atlanta office.

“The Southeastern United States represents a massive and relatively underserved high net worth and ultra high net worth wealth management market, and we are excited that Roland and Andrew will help NewEdge provide this region with best-in-class service,” said Rob Sechan, Co-Founder and CEO of NewEdge Wealth. “These professionals have long served individuals, corporate executives, entrepreneurs and endowments throughout the region and will enable NewEdge Wealth to further expand and serve the needs of the Atlanta and Southeastern communities.”

Pritchett has over 30 years of wealth management experience with a focus on ultra high net worth clients, entrepreneurs and private business owners. He is a second-generation investment advisor who started his career at Kidder Peabody (now UBS). In 1999, Pritchett was hired by current NewEdge Wealth President, John Straus, at Morgan Stanley Private Wealth Management, where he also played a pivotal role in opening its first Atlanta office. Pritchett later rejoined UBS before moving to J.P. Morgan Wealth Management as a Managing Director and Wealth Partner. He has been recognized as a Barron’s Top 1000 Financial Advisor and a Corsair Circle Advisor for top producers at J.P. Morgan.

Pritchett said, “The future of high net worth and ultra high net worth wealth management service is with growth-minded firms like NewEdge. I am thrilled to join Rob, John, and some of my former colleagues in their vision and launch the new Atlanta office.”

Noble began his career at Charles Schwab as an equity and fixed-income trader before transitioning into wealth management, working closely with high net worth families, entrepreneurs and senior executives. His expertise lies in comprehensive estate, tax, and generational wealth planning.

NewEdge Wealth, which launched in December 2020, continues to expand its national footprint. In 2023, the firm added a total of 14 ultra high net worth advisors and opened four offices in Bentonville, Arkansas, the Nashville area and San Francisco. NewEdge Wealth now has 10 offices in addition to its headquarters in Stamford, Connecticut.

About NewEdge Wealth

NewEdge Wealth is a division of NewEdge Capital Group, LLC. NewEdge Capital Group services multiple business lines and supports over 300 financial advisors servicing several thousand households, family offices and institutions. New Edge Capital Group, LLC, a Barron’s Top 100 RIA Firm and Forbes’ America's Top RIA Firm*, is the wealth management business unit of EdgeCo Holdings LP, which has over 700 employees.

NewEdge Wealth is designed to meet the needs of ultra high net worth, family office and institutional clients. The division seeks to provide a select group of clients with a personalized level of service and attention designed to help organize and simplify their lives, while also providing access to an expansive menu of institutional caliber products and services — all wrapped in technology that serves as the connective tissue between the client and their advisor to create a stronger, more personal relationship. Investment advisory services are offered through NewEdge Wealth, LLC, a registered investment adviser. Securities are offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge and its affiliates do not render advice on legal, tax and/or tax accounting matters to clients. Each client should consult his/her personal tax and/or legal advisor to learn about any potential tax or other implications that may result from acting on a particular recommendation. For more information, visit www.newedgewealth.com.

*Barron’s rankings awarded in September 2023 based on prior 12 month data. Forbes/Shook rankings awarded in October 2023 based on data from 3/31/22-3/31/23. Barron's Top 1000 Financial Advisors ranking awarded in April 2013, 2012, 2011, and 2010 based on December 31 data of the previous year. Neither NewEdge Wealth nor its employees pay a fee in exchange for these rankings.

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