Скачать или смотреть Rob Sechan and Roger Gershman Discuss NewEdge

Rob Sechan is currently servicing as CEO and Co-Founder of NewEdge Wealth, and CO-Managing Partner of NewEdge Capital Group. Rob began his career nearly 30 years ago, first as an advisor at Morgan Stanley, and then Managing Director at Lehman Brothers. He joined UBS Financial Services in 2008 as Managing Director and Head of the Intellectual Capital Subcommittee before deciding to launch his own independent firm in 2020.

Rob is often a featured guest on prominent programs for CNBC, Fox Business, and Bloomberg TV ,for his outlook and commentary on financial and economic issues, as well as being named to numerous Barron's and Forbes' Top Financial Advisor Lists throughout his advisory career.

Roger: As CEO of The Gershman Group, Roger has overseen over $200 billion in AUM of advisor teams in transition. Roger’s extensive 35-year career in financial services, and formerly as a financial advisor at Hambrecht & Quist, UBS, and Credit Suisse, Roger offers an insider’s view to firm culture and deal flow which aids advisors in evaluating and transitioning their practices. His insights are prolific, featured across podcasts, white papers, and esteemed publications including Forbes, Fortune, Barron’s, Advisor Hub, and BrokerChalk.