Profil
Mr. Robert J.
Sechan is a Chief Executive Officer, Managing Partner & Co-Founder at NewEdge Wealth LLC.
He specializes in advising clients on asset allocation, portfolio construction and opportunistic investing.
Prior to co-founding NewEdge Wealth, he was a Managing Director at UBS where he served on the UBS Financial Advisor Advisory Council as Head of the Intellectual Capital Subcommittee which helped guide the firm’s tactical investment process.
He has worked in financial services for over 25 years holding prior positions as a Managing Director at Lehman Brothers and Executive Director at Morgan Stanley.
He graduated from The Tepper School of Business at Carnegie Mellon University with a B.S.
in industrial management and economics and an M.B.A.
in finance and economics.
Postes actifs de Rob Sechan
| Sociétés | Poste | Début |
|---|---|---|
NewEdge Wealth LLC
 NewEdge Wealth LLC Investment ManagersFinance NewEdge Wealth LLC is a registered wealth management firm headquartered in Stamford, Connecticut. The firm was founded by Robert Sechan II in 2020 and is a wholly-owned subsidiary of NewEdge Capital Group LLC, ultimately owned by EdgeCo Investor Holdings LP. NewEdge Wealth provides high net-worth individuals and families a broad range of comprehensive investment advisory services. | Directeur Général | 31/12/2020 |
Anciens postes connus de Rob Sechan
| Sociétés | Poste | Fin |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 01/12/2020 |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Corporate Officer/Principal | 01/10/2008 |
Formation de Rob Sechan
| Carnegie Mellon University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
NewEdge Wealth LLC
NewEdge Wealth LLC Investment ManagersFinance NewEdge Wealth LLC is a registered wealth management firm headquartered in Stamford, Connecticut. The firm was founded by Robert Sechan II in 2020 and is a wholly-owned subsidiary of NewEdge Capital Group LLC, ultimately owned by EdgeCo Investor Holdings LP. NewEdge Wealth provides high net-worth individuals and families a broad range of comprehensive investment advisory services. | Finance |
