CoverProfile

Travis Aldridge

Vice President, Portfolio Strategy

NewEdge Wealth

United States, Florida, Miami

About Me

During my last 15+ years in the industry, I have accumulated knowledge and experience in several departments, including, but not limited to, operations, trading and portfolio management. The diverse set of skills that I have been able to hone in over a decade in asset and private wealth management have allowed me to have a true understanding of - not only financial markets - but a practical understanding of how the overall industry runs on a daily basis. In addition to my actual work experience, in 2013 I became a Chartered Financial Analyst (CFA) which allowed me to combine my on the job training with a more formal and academic understanding of financial markets.

Profile Information

Vice President, Portfolio Strategy

NewEdge Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Miami

Florida

United States

Aug 8, 2024

Work Experience

NewEdge Wealth

Vice President, Portfolio Strategy
Jan 2022 - Present
Email: taldridge@newedgecg.com

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