Business Support Team

As CCO, along with the rest of the Compliance team, Will is responsible for designing, implementing, and executing the regulatory compliance program of NewEdge Advisors and to do so in a way that protects both the firm and advisors, while bringing a common-sense, business-forward approach.

Prior to joining NewEdge, Will served as Senior Vice President and Deputy Chief Compliance Officer of Triad Advisors for 12 years. He has also held previous positions at a compliance consulting firm, Equifax, and Prudential.    

Will is a 2001 graduate of the University of Georgia with a Bachelor of Business Administration.

As Chief Operating Officer at NewEdge Advisors, Erin spearheads the firm's operational strategy, ensuring seamless integration across departments to drive sustainable growth with areas of expertise including compensation, billing, and HR. 

Erin holds both a Bachelor’s and Master’s degree from Louisiana State University. 
 

As Managing Director – Trading & Investments with NewEdge Advisors, Ryan is responsible for overseeing all aspects of the firm’s trading and investment divisions. Ryan has spent 15 years working with independent financial advisors in a variety of roles. He began his career in compliance with SII Investments based out of Appleton, WI, and held positions across recruiting, transitions, and consulting. He later spent a decade as an RIA consultant and wholesaler with National Planning Holdings (Jackon’s BD network) helping advisors transition their businesses to a fiduciary model.   

Ryan received his bachelor’s in economics and business in 2007 and his Executive MBA from St. Norbert College in 2021. Ryan is currently enrolled in the Certified Investment Management Analyst (CIMA) program through the University of Chicago Booth School of Business.
 

As Director of Marketing, Jenny works with transitioning advisor teams to build and execute their individual brands and create the tools needed to reach their target audiences. She also provides ongoing marketing and communications support to our advisors. 

Jenny has over 14 years of experience rooted in branding and marketing, strategic communications, and public relations. Prior to joining NewEdge, Jenny served as the owner/founder of Précis Strategy, a boutique marketing, and strategic communications firm. Earlier in her career, she worked for the State of Louisiana’s Coastal Protection and Restoration Authority as the Director of Outreach and Engagement. As a young professional, Jenny developed a passion for brand strategy and client service as an Account Executive and Digital Communications Strategist at MESH.
 

Lauren serves as the Head of Portfolio Management for NewEdge Advisors. She has over 20 years of experience customizing portfolios. Lauren is also a CERTIFIED FINANCIAL PLANNER® and a CFA® charterholder. 

Lauren earned an MBA with a concentration in Finance, as well as a Bachelor of Science in International Finance from Florida State University. With her financial background, she enjoys teaching investment classes as an Adjunct Professor for the University of Maryland’s Global Campus.

As Senior Portfolio Manager, Arianna assists advisors with portfolio, risk, and relationship management, and supports their practice with business development, investment strategy implementation, and delivering global market updates to their clients.

Prior to joining NewEdge Advisors, she worked as a Portfolio Manager with WestStar Wealth Management in El Paso, Texas, and as an Analyst and Relationship Manager with a team of International Advisors at Merrill Lynch. Arianna joined the financial services industry in 2015 and has served high net worth and ultra high net worth individuals, families, businesses, foundations, and non-profits.

Arianna earned her MBA from the University of Texas at El Paso and a Bachelor of Arts in Advertising from Centro de Estudios en Ciencias de la Comunicación in Mexico City.