Are you searching for financial guidance that transcends the ordinary, advice rooted in experience and tempered by entrepreneurial spirit? Look no further than Rob Sechan, a name synonymous with innovation and integrity in the world of wealth management.

Rob Sechan isn't just another financial advisor; he's a visionary who recognized the need for a more client-centric approach to wealth management. His journey began on Wall Street, but his destination was always different. Driven by a desire to evolve the industry, Sechan, along with his partners, John Straus and Jeffrey Kobernick, left the traditional confines of established firms to found NewEdge Wealth, an entrepreneurial venture built on the principles of personalized service and strategic investment.

His expertise spans over two decades in the financial services sector, a period marked by consistent recognition and accolades. Sechan has earned the distinction of being named a Top 100 Financial Advisor by both Barron's and Forbes, a testament to his unwavering commitment to client success and his deep understanding of the market landscape. This recognition isn't merely symbolic; it reflects his ability to navigate complex financial situations and deliver tangible results for his clients.

Beyond his advisory role, Sechan is a prominent voice in the financial media, frequently appearing on CNBC, Fox Business, and Bloomberg TV to share his insights and perspectives on market trends, investment strategies, and economic developments. His commentary is sought after for its clarity, depth, and practical application, making him a trusted source for investors seeking to make informed decisions.

Category	Details
Personal Information
Full Name	Robert "Rob" Sechan
Date of Birth	July 29, 1969
Age	55 years old
Residence	New Canaan, CT
Family	Single father of four children
Marital Status	His Wife Jessica overcome tremendous adversity in her life and has gone on to find success in her career and personal life.
Career & Professional Information
Current Role	CEO of NewEdge Wealth, Executive Committee Member of NewEdge Capital Group
Company	NewEdge Wealth, LLC
Industry	Financial Services, Wealth Management
Expertise	Asset Allocation, Portfolio Construction, Investment Strategies, Wealth Management
Previous Experience	Financial Advisor at Morgan Stanley, UBS Wealth Advisor
Recognitions	Top 100 Financial Advisor by Barron's and Forbes
Media Appearances	Frequent commentator on CNBC, Fox Business, and Bloomberg TV
Network	500+ connections on LinkedIn
Professional Activities	Former FA Advisory Council Member and Chair of UBSs Intellectual"
Education	Not specified
Website	NewEdge Wealth

Sechan's approach to wealth management is holistic, encompassing not only investment strategies but also the simplification and organization of clients' financial lives. NewEdge Wealth is designed to help clients navigate the complexities of wealth, offering customized strategies that align with their individual goals and aspirations, while also ensuring a lasting legacy for future generations.

He is also actively involved in the operational aspects of NewEdge Capital Group, serving on the executive committee and contributing to the day-to-day management of the business. This dual role allows him to stay closely connected to both the strategic direction of the firm and the individual needs of its clients.

Rob Sechan's insights extend beyond traditional investment advice. He recognizes the growing trend of families engaging in deeper conversations about wealth management and financial planning. His initiative to expand his family investing conference, which caters to families with significant net worth, demonstrates his commitment to fostering financial literacy and intergenerational wealth transfer.

The headquarters for NewEdge Wealth, strategically located in the Harbor Point section of Stamford, CT, serves as a hub for the firm's operations and client interactions. This location underscores the firm's commitment to serving clients throughout the region and beyond.

Rob Sechan's journey is a testament to the power of entrepreneurial spirit and a commitment to client-centric service. His decision to leave Wall Street and build NewEdge Wealth reflects a deep understanding of the evolving needs of investors and a desire to provide them with a more personalized and strategic approach to wealth management.

His frequent appearances on CNBC's Halftime Report, where he shares his latest trades and investment insights, further solidify his reputation as a knowledgeable and insightful market commentator. These appearances provide valuable perspectives for viewers seeking to understand the forces shaping the market and make informed investment decisions.

Robert Sechan's personal life, particularly his role as a single father of four, adds another dimension to his character. Designer Cami Luppino notes his love for entertaining, suggesting a vibrant and engaging personality that extends beyond the confines of the financial world. This personal aspect humanizes Sechan and provides a glimpse into the values and priorities that guide his approach to both life and business.

Even in his personal life, choices reflect a considered approach. The decision with Jennifer Sechan to utilize the internet to navigate personal decisions, such as whether or not to [complete the thought: undertake a home renovation or make a significant purchase] reveals a practical and modern approach to problem-solving, underscoring their willingness to leverage available resources for informed decision-making.

The views and opinions expressed by Rob Sechan in his media appearances and other communications are his own and do not necessarily reflect the views and opinions of NewEdge Capital Group, LLC. This disclaimer underscores the importance of independent thought and the recognition that individual perspectives can contribute to a broader understanding of the market landscape.

NewEdge Advisors, LLC, the parent company of NewEdge Wealth, is a registered investment adviser. This registration signifies a commitment to regulatory compliance and adherence to industry standards, providing clients with the assurance that their investments are being managed by a qualified and reputable firm. Advisory services are offered only to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure, ensuring that all interactions are conducted in accordance with applicable laws and regulations.

The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results. This important disclaimer reminds investors that past performance is not indicative of future results and that all investment decisions should be made with careful consideration of individual circumstances and risk tolerance.

Before founding NewEdge Wealth, Sechan gained valuable experience at UBS Wealth Management, where he served as a wealth advisor. His time at UBS provided him with a deep understanding of the needs of high-net-worth clients and the complexities of managing significant wealth. This experience served as a foundation for his entrepreneurial venture and shaped his vision for a more client-centric approach to wealth management.

The team at NewEdge Wealth, including individuals like Cameron, brings a wealth of experience in both wealth management and private markets, providing clients with a comprehensive range of investment options and strategies. This expertise allows the firm to tailor its services to meet the specific needs of each client and help them achieve their financial goals.

Rob Sechans story is one of ambition, innovation, and a relentless pursuit of excellence. He recognized a need for change in the financial industry and took the bold step of creating a firm that embodies his vision for a more personalized and strategic approach to wealth management. Through his leadership, media appearances, and commitment to client success, he continues to shape the future of the industry and inspire others to pursue their entrepreneurial dreams.

His wife, Jessica, serves as an inspiration to those who face adversity in their own lives. Her journey of resilience and determination is a testament to the human spirit and a reminder that challenges can be overcome with strength and perseverance.

Ultimately, Rob Sechan's success stems from his deep understanding of the financial markets, his unwavering commitment to client service, and his entrepreneurial spirit. He is a respected leader, a trusted advisor, and a prominent voice in the financial community, making him a valuable resource for investors seeking to navigate the complexities of wealth management.

The information provided by Robert Sechan, and by extension NewEdge Wealth and NewEdge Capital Group, should not be considered as a substitute for professional financial advice. Individuals should consult with qualified financial advisors before making any investment decisions, taking into account their individual circumstances and risk tolerance.

By tracking the recommendations made by media personalities on CNBC, including those made by Rob Sechan, investors can gain valuable insights into market trends and potential investment opportunities. However, it is important to remember that past performance is not indicative of future results and that all investment decisions should be made with careful consideration of individual circumstances and risk tolerance.

The team led by Jeffrey Kobernick and Robert Sechan generated significant revenue in the previous 12 months, demonstrating their ability to attract and retain clients. This financial success is a testament to their expertise, their commitment to client service, and their ability to navigate the complexities of the market landscape.

Finally, it's crucial to remember that while Rob Sechan and NewEdge Wealth can provide valuable guidance and support, the ultimate responsibility for making sound financial decisions rests with the individual investor. By taking a proactive approach to financial planning, seeking professional advice, and staying informed about market trends, investors can increase their chances of achieving their financial goals and securing their financial future.

Behind the Scenes with Rob Sechan NewEdge Wealth

Details

UBS' Rob Sechan reflects on 10 years since Lehman Brothers

Details

Don't read too much into this rally, says NewEdge Wealth's Rob Sechan

Details

Detail Author:

Name : Grady Frami V
Username : stark.benjamin
Email : vfisher@kirlin.com
Birthdate : 1976-07-02
Address : 989 Norris Ridges Elisabethbury, AL 56957
Phone : 737.534.1406
Company : Schmeler, West and Farrell
Job : Teacher
Bio : Animi et natus vel molestias quibusdam ea tempora. Quos odio maxime et molestias qui. Voluptatibus exercitationem ducimus sequi sit eos libero quos. Tenetur quam eius alias eum ducimus est.

Socials

twitter:

url : https://twitter.com/mcclure2019
username : mcclure2019
bio : Sapiente consequatur eos nihil nemo in aliquid fugit. Cupiditate aut sint vero tempora voluptatem totam. Quam et nihil et asperiores quo.
followers : 1841
following : 2181

linkedin:

url : https://linkedin.com/in/chanelle_real
username : chanelle_real
bio : Rerum rerum qui dolorem vel aut blanditiis quas.
followers : 4895
following : 2996

facebook:

url : https://facebook.com/chanellemcclure
username : chanellemcclure
bio : Deleniti sunt debitis incidunt et non voluptas.
followers : 4016
following : 391

tiktok:

url : https://tiktok.com/@chanelle_id
username : chanelle_id
bio : Laudantium quae quis earum architecto quaerat facilis sunt.
followers : 6879
following : 1194

instagram:

url : https://instagram.com/chanelle.mcclure
username : chanelle.mcclure
bio : In possimus dolore aut fuga et sequi. Amet fugit dicta unde blanditiis alias.
followers : 6214
following : 148