NewEdge Wealth LLC, a Stamford-based registered investment adviser specializing in servicing the needs of ultra-high net worth families, family offices, and institutional clients, announced the addition of Richard Ina as a partner.
Ina joins the firm from UBS, where he was a managing director for wealth management. He will establish a Nashville-area office for NewEdge Wealth and will be bringing two associates, Alison Ina and Paige Muirhead, with him to his new position.
“Richard and his team bring a well-established and hard-earned reputation of servicing their clients’ unique needs, and we are thrilled to have them within the NewEdge Wealth network,” said Rob Sechan, CEO and co-founder of NewEdge Wealth. “He wanted a partner to provide more freedom in choosing solutions and services for his client’s wealth management needs, and NewEdge provides that flexibility.”
“Our primary focus is to seek ways to improve our clients’ investment performance and taxation on their investments. We needed a platform with a broader scope of in-house wealth strategy, enhanced performance reporting, and a sophisticated online experience,” Ina said. “We are excited about joining NewEdge Wealth as the firm can provide the support we need to deliver the kind of services our clients expect from their wealth management team.”
