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

More profiles to browse

Profile Photo
Louis Bell
Partner
Profile Photo
Robert Lee
Vice President, Wealth Advisor
BL
Ben Lope
Vice President, Wealth Advisor
Profile Photo
Claudio Ravinet
Managing Director - NewEdge Wealth

You Might Like

JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors