NewEdge Capital Group has named seasoned wealth management leader James Jesse as its new Chief Executive Officer, marking one of the firm’s most significant leadership expansions as it surpasses $80 billion in assets and accelerates its long-term growth strategy. The appointment comes as NewEdge reaches its five-year milestone and continues to deepen its capabilities for elite advisors across its NewEdge Advisors and NewEdge Wealth businesses.
Based in Pittsburgh, the firm announced that Jesse’s addition positions NewEdge to scale its operations across public and private markets and strengthen its platform for ultra-high-net-worth clients. NewEdge has grown into a comprehensive wealth management firm with more than $80 billion in assets under service as of October 31, 2025, supported by a record year of recruiting and continued expansion across its advisor ecosystem.
Jesse’s background includes leading roles at two of the most notable institutions in wealth management. He served as President of Investment Management and Family Office at ICONIQ Capital from 2017 to 2024, helping build its global wealth platform for technology executives and entrepreneurs. Before joining ICONIQ, Jesse spent 17 years at Morgan Stanley, ultimately becoming Global Head of International Wealth Management and overseeing operations across Europe, Asia, and Latin America.
His appointment is viewed internally as a pivotal step in NewEdge’s evolution. Firm leaders said Jesse’s combination of institutional experience, entrepreneurial approach, and specialization in scaling high-growth organizations aligns directly with NewEdge’s long-term vision. He will also join the NewEdge Capital Group Board of Directors alongside Rob Sechan and Alex Goss.
NewEdge was founded in December 2020 with the launch of NewEdge Wealth and has since grown to serve elite advisors across both NewEdge Advisors and NewEdge Wealth. The company is currently ranked No. 3 on the Barron’s 2025 Top 100 RIAs list and No. 8 on the Forbes 2025 Top RIAs list, with more than $80 billion in client assets serviced as of October 31, 2025.
KEY QUOTES
“James brings a unique combination of institutional expertise from Morgan Stanley and ICONIQ Capital, along with an entrepreneurial mindset that complements our vision for NewEdge. Having him as a partner on our leadership team strengthens our ability to serve clients at the highest level across both public and private markets.”
Rob Sechan, Co-Founder and Managing Partner, NewEdge
“What makes this partnership so compelling is James’s demonstrated ability to help take fast growing companies to the next level, while maintaining a client centric approach. It was of utmost importance to Rob and me to continue expanding our platform while preserving the advisor first culture that defines NewEdge.”
Alex Goss, Co-Founder and Managing Partner, NewEdge
“When we founded NewEdge, our goal was to create an independence focused platform that could compete with the wirehouses on investment capabilities, while giving advisors true ownership. James understands this model and will help us execute on that original vision at scale.”
Chuck Warden, Co-Chairman and Founder, NewEdge
“What stands out about James is his track record of creating sophisticated investment infrastructure while keeping advisors and clients at the center. That balance is critical as NewEdge becomes the definitive platform for elite advisors.”
Robert McCann, Co-Chairman and former Merrill Lynch Wealth Management leader, and UBS Wealth Management Americas Chairman and CEO
“NewEdge has built something truly distinctive—a technology enabled platform that puts advisors first while delivering institutional quality investment solutions. I’m excited to partner with Rob, Alex, and this talented team to scale what they’ve built, serving the industry’s most discerning advisors and their clients while preserving the incredible culture they have fostered. The opportunity ahead of us is exceptional.”
James Jesse, Chief Executive Officer, NewEdge Capital Group
