Rob is an experienced financial expert and entrepreneur, currently serving as the CEO, Managing Partner, and Co-Founder of NewEdge Wealth and Co-Managing Partner of NewEdge Capital Group. With over two decades of experience in the financial industry, he has established himself as a respected leader of investment strategies and wealth management. Rob began his career as a financial advisor at Morgan Stanley, where he honed his skills in portfolio management and asset allocation. He then was a Managing Director at Lehman Brothers where he ran a prominent family office business for the firm. He later joined UBS Financial Services as a Managing Director and Head of the Intellectual Capital Subco