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Jay Peters

Vice President at NewEdge Wealth

Jay Peters, CFA, is a Vice President at NewEdge Wealth, where he brings extensive experience in wealth management and finance. He currently holds the position of Principal, Portfolio Strategy at NewEdge Wealth, overseeing equity strategy and internal equity portfolio management across the NewEdge Investment Platform.1

In his role, Jay guides strategic and tactical equity allocations and directs the broad equity investing vertical. He is also the head equity portfolio manager for the NewEdge Investment Team, responsible for portfolio construction, management, and implementation of NewEdge Wealth's internal equity strategies, which have grown to nearly $1B in assets under management since 2020.1

Jay has over 13 years of experience in the financial industry. Before helping launch NewEdge Wealth in 2020, he worked at UBS Private Wealth Management, where he was a member of the foundational NewEdge team, joining the firm in 2010.1

He graduated with a B.A. in History and a minor in Architecture from Trinity College in 2008. Jay has been a CFA® charterholder since 2015 and holds Series 3, 7, and 66 securities licenses.1 He currently resides in New York City and enjoys reading, golf, and racquet sports in his free time.1

Highlights

Jay Peters, CFA®, Author at NewEdge Capital Group
Team - NewEdge Wealth
Team - NewEdge Wealth
Oct 13 · newedgewealth.com
Jay Peters, CFA® | NewEdge Wealth
Jay Peters, CFA® - NewEdge Wealth
Jay Peters, CFA® - NewEdge Wealth

Related Questions

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Jay Peters
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Location

New York, New York, United States