NewEdge Wealth (a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices, and institutional clients) announced that it opened an Atlanta office with Roland Pritchett and Andrew Noble. Pritchett and Noble (formerly of The Pritchett Group at J.P. Morgan Wealth Management) join NewEdge Wealth along with an experienced client service associate. And Pritchett was named the Managing Director of the Atlanta office.
Pritchett has over 30 years of wealth management experience with a focus on ultra high net worth clients, entrepreneurs and private business owners and he is a second-generation investment advisor who started his career at Kidder Peabody (now UBS). In 1999, Pritchett was hired by current NewEdge Wealth President John Straus at Morgan Stanley Private Wealth Management where he also played a pivotal role in opening its first Atlanta office. Then Pritchett later rejoined UBS before moving to J.P. Morgan Wealth Management as a Managing Director and Wealth Partner. He was also recognized as a Corsair Circle Advisor for top producers at J.P. Morgan.
Noble started his career at Charles Schwab as an equity and fixed-income trader before transitioning into wealth management, working closely with high net worth families, entrepreneurs and senior executives. And his expertise lies in comprehensive estate, tax, and generational wealth planning.
NewEdge Wealth – which launched in December 2020 – continues to expand its national footprint. Last year, the firm added a total of 14 ultra high net worth advisors and opened four offices in Bentonville, Arkansas, the Nashville area and San Francisco. NewEdge Wealth now has ten offices in addition to its headquarters in Stamford, Connecticut.
KEY QUOTES:
“The Southeastern United States represents a massive and relatively underserved high net worth and ultra high net worth wealth management market, and we are excited that Roland and Andrew will help NewEdge provide this region with best-in-class service. These professionals have long served individuals, corporate executives, entrepreneurs and endowments throughout the region and will enable NewEdge Wealth to further expand and serve the needs of the Atlanta and Southeastern communities.”
– Rob Sechan, Co-Founder and CEO of NewEdge Wealth
“The future of high net worth and ultra high net worth wealth management service is with growth-minded firms like NewEdge. I am thrilled to join Rob, John, and some of my former colleagues in their vision and launch the new Atlanta office.”
– Roland Pritchett
