EdgeCo Holdings Executive and Leadership Team

Paul Schneider, the Chief Executive Officer at EdgeCo Holdings, directs the overarching corporate strategy and long-term vision for the organization. Schneider oversees the integration of retirement plan administration and brokerage services to ensure consistent value delivery across the entire financial ecosystem. By aligning internal resources with the needs of advisors and institutional clients, the Chief Executive Officer drives operational efficiency and market expansion. Paul Schneider maintains direct oversight of the executive leadership team, fostering a culture of innovation and high-quality service standards. This leadership role involves navigating complex regulatory environments while scaling the firm's trust and custody offerings. Through strategic decision-making, the Chief Executive Officer secures the company's position as a premier provider of financial support services. Ultimately, Schneider ensures that all subsidiaries operate in harmony to maximize client outcomes and sustain robust growth across North American markets.

James Jesse, the Chief Executive Officer of NewEdge Capital Group at EdgeCo Holdings, manages the specialized advisory and capital market functions within the broader corporate structure. Jesse architects the growth strategy for high net worth individuals and family offices, ensuring that investment solutions remain competitive and technologically advanced. Overseeing the capital group's daily operations, the Chief Executive Officer of NewEdge Capital Group coordinates with other C-suite leaders to synchronize service delivery with the firm's core retirement and trust offerings. James Jesse drives the expansion of advisory services, focusing on enhancing the depth of support provided to institutional clients. This role requires constant monitoring of market trends to refine the firm's financial products. By optimizing the capital group's performance, Jesse directly contributes to the overall financial stability and reputation of the organization, ensuring that every client receives tailored, high-quality financial support.

Michael Blumstein, the Chief Financial Officer at EdgeCo Holdings, manages the fiscal health and capital allocation strategies for the entire organization. Blumstein oversees financial reporting, budgeting, and risk management, ensuring that the firm maintains the necessary liquidity to support its diverse range of retirement and brokerage services. By analyzing operational data, the Chief Financial Officer identifies opportunities for cost optimization and revenue growth across all subsidiaries. Michael Blumstein collaborates with the executive team to align financial goals with the company's long-term mission of providing integrated financial solutions. This leadership role involves rigorous oversight of trust and custody accounting practices to ensure compliance and transparency. Through disciplined financial planning, the Chief Financial Officer supports the firm's ability to invest in new technologies and service enhancements. Ultimately, Blumstein secures the financial foundation required to sustain the company's competitive edge in the financial services industry.

Tim Friday, the President at EdgeCo Holdings, oversees the day-to-day operational execution and cross-functional alignment of the firm's business units. Friday directs the implementation of corporate policies and ensures that the retirement, brokerage, and advisory divisions function as a cohesive unit. By managing the operational interface between the executive team and the broader organization, the President facilitates the achievement of strategic objectives and performance targets. Tim Friday collaborates with the Chief Executive Officer to refine the company's service delivery model, focusing on enhancing efficiency and client satisfaction. This leadership role involves monitoring the performance of various departments to ensure that all activities align with the firm's mission of providing integrated financial support. Through proactive management and clear communication, the President drives the operational excellence required to maintain the company's market position and support the ongoing success of its institutional and individual clients.

Dan Leman, the Chief Technology Officer at EdgeCo Holdings, directs the development and implementation of the firm's proprietary financial technology platforms. Leman oversees the engineering teams responsible for building scalable solutions that support retirement plan administration and brokerage services. By prioritizing innovation, the Chief Technology Officer ensures that the company's digital tools remain at the forefront of the industry, providing advisors and clients with seamless, efficient experiences. Dan Leman collaborates with the Chief Information Officer to integrate these technologies into the broader operational framework of the firm. This leadership role involves managing the product lifecycle from conception to deployment, ensuring that all software meets the highest standards of security and performance. Through the continuous evolution of the technology stack, Leman drives the digital transformation of the company's service offerings, ultimately enhancing the value provided to institutional and individual clients alike.

Robert Drelick, the Chief Information Officer at EdgeCo Holdings, manages the firm's data infrastructure, cybersecurity protocols, and information systems. Drelick oversees the protection of sensitive client data, ensuring that all brokerage, advisory, and trust services operate within a secure and resilient digital environment. By architecting robust network solutions, the Chief Information Officer supports the seamless flow of information between the company's various subsidiaries and its clients. Robert Drelick works closely with the Chief Technology Officer to ensure that the firm's digital infrastructure supports the rapid deployment of new financial products. This leadership role involves maintaining compliance with industry-wide data protection standards and mitigating potential cyber threats. Through the strategic management of information assets, Drelick ensures that the company's operational backbone remains reliable and secure, providing the necessary stability for the firm to deliver high-quality financial services to its diverse client base.