CoverProfile

Chloe Reed

Vice President - Alternative Investments

NewEdge Wealth

United States, Florida, Miami

About Me

As Vice President, Alternative Investments, Chloe leads the firm’s alternative investment platform strategy, operations, and communications. She has over 16 years of industry experience with prior positions at UBS Financial Services, in Private Wealth Management, the office of the COO, and the graduate training program. Chloe earned her Bachelor of Arts in Economic History from the University of Pennsylvania. She also currently holds her Series 7 and 66 licenses. Chloe grew up in Greenwich, CT, and currently resides in Miami, FL. In her free time, she enjoys playing golf, cooking, traveling, and yoga.

Profile Information

Vice President - Alternative Investments

NewEdge Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Miami

Florida

United States

Jan 23, 2025

More profiles to browse

Profile Photo
Robin Petty
Managing Director, Wealth Strategy
Profile Photo
Ben Emons
Principal/Senior Portfolio Manager
KG
Karen Glassman
Managing Director
Profile Photo
Ghislain Gouraige
Partner

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
EC
Elizabeth Cook
Chief Compliance Officer
Magnolia Wealth Management LLC
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial