Rob Sechan
Rob Sechan is the Co-Founder, CEO, and Managing Partner of NewEdge Wealth and Co-Managing Partner of NewEdge Capital Group. Under his leadership, NewEdge has grown at a rapid pace and has built a platform that combines wealth management, technology, custody, research, and alternatives capabilities. Sechan is a respected leader of investment strategies and wealth management with over two decades of experience in the financial industry. He began his career as a Financial Advisor at Morgan Stanley, and later served as Managing Director at Lehman Brothers where he ran a prominent family office business for the firm. Prior to co-founding NewEdge, he was Managing Director and Head of the Intellectual Capital Subcommittee for UBS Financial Services, helping guide the firm's tactical investment process for wealthy families and institutional clients. Sechan is a frequent commentator on financial and economic issues and is also active in philanthropic activities including Portfolios with Purpose and Filling in the Blanks.
Rob Sechan Professional Experience / Academic History
Professional Experience
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Co-Founder, CEO, and Managing Partner
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Managing Director of Private Wealth Management
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Managing Director of Private Wealth Management
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Executive Director
Academic History
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M.B.A., Finance and Economics
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B.S., Economics and Industrial Administration
EARLY CAREER
Sechan began his career as a Financial Advisor at Morgan Stanley, where he gained significant experience in portfolio management and asset allocation.
He was Managing Director at Lehman Brothers where he ran a prominent family office business for the firm.
He served as Managing Director and Head of the Intellectual Capital Subcommittee for UBS Financial Services, helping guide the firm's tactical investment process for wealthy families and institutional clients.
Sechan has been recognized as a top financial advisor and an in-demand speaker at industry events and conferences around the country.
RECOGNITIONS
Barron's Top 100 Financial Advisors, 2013-2019
Forbes America's Top Wealth Advisors, 2017-2020
Financial Times Top 400 Financial Advisors, 2013-2016
MEDIA & PUBLICATIONS
Sechan is a frequent commentator on financial and economic issues.
His insights have been featured on CNBC, Fox Business, and Bloomberg TV, among others.
He has also been featured in Forbes, Barron's, Yahoo! Finance, and BusinessWire.