Leadership Overview
NewEdge Capital Group has 4 executives leading key functions including strategy, operations, revenue growth, and corporate leadership.
Focused on delivering technology-enabled solutions to financial advisors, NewEdge Capital Group empowers wealth management professionals through robust support services and a commitment to long-term client success across the financial services landscape.
Focused on delivering technology-enabled solutions to financial advisors, NewEdge Capital Group empowers wealth management professionals through robust support services and a commitment to long-term client success across the financial services landscape.
Leadership Roles at NewEdge Capital Group
Jim Jesse - Chief Executive Officer
Jim Jesse, the Chief Executive Officer at NewEdge Capital Group, directs the overarching strategic vision for the firm. By prioritizing technology-enabled solutions, the Chief Executive Officer ensures that financial advisors receive the necessary infrastructure to scale practices effectively. This leadership role involves constant evaluation of market trends to maintain a competitive edge in the investment sector. Jim Jesse actively fosters a culture of innovation, driving the organization toward sustainable growth and operational excellence. Through collaboration with the board and senior leadership, the Chief Executive Officer aligns internal resources with the evolving needs of advisors and clients. By overseeing the firm's long-term trajectory, the Chief Executive Officer secures the stability of the platform. This executive focus on high-level strategy enables the firm to provide best-in-class support services, ultimately strengthening the market position of the entire organization within the broader financial landscape.
Stephen Pirigyi - Chief Operating Officer
Stephen Pirigyi, the Chief Operating Officer at NewEdge Capital Group, manages the daily execution of business processes and internal support systems. By optimizing operational workflows, the Chief Operating Officer ensures that technology-enabled solutions reach financial advisors with maximum efficiency. This role requires constant monitoring of service delivery standards to maintain the high quality expected by clients. Stephen Pirigyi coordinates across departments to streamline administrative functions, allowing the firm to scale operations effectively. By implementing rigorous performance metrics, the Chief Operating Officer drives productivity and reduces friction in the advisor support model. This leadership position involves managing the infrastructure that powers the firm's service offerings, ensuring alignment with the broader corporate mission. Through meticulous oversight of internal systems, the Chief Operating Officer supports the firm's growth objectives, providing a reliable foundation for advisors to serve clients across diverse market environments.
Paul Schneider - President
Paul Schneider, the President at NewEdge Capital Group, oversees the integration of business units and the execution of corporate initiatives. By aligning the firm's technology-enabled solutions with the needs of financial advisors, the President ensures consistent service delivery across all subsidiaries. This leadership role involves managing cross-functional teams to drive operational synergy and maintain high standards of support. Paul Schneider monitors the competitive landscape to adjust the firm's service model, ensuring that advisors receive the tools necessary for success. By fostering strong relationships with key stakeholders, the President supports the firm's mission of providing best-in-class financial services. This executive function requires balancing immediate operational demands with long-term strategic goals. Through the active management of organizational resources, the President drives efficiency and growth, ensuring that the firm remains a leader in the investment sector while delivering value to advisors and their clients.

Neil Turner - Co-Founder & Group Chief Revenue Officer, CSO Newedge Capital
Neil Turner, the Co-Founder & Group Chief Revenue Officer, CSO Newedge Capital at NewEdge Capital Group, architects the firm's revenue generation strategies and market expansion efforts. By identifying new opportunities for growth, the Co-Founder & Group Chief Revenue Officer, CSO Newedge Capital drives the acquisition of financial advisor partnerships. This role involves analyzing market dynamics to tailor the firm's technology-enabled solutions to specific advisor needs. Neil Turner collaborates with the executive team to refine the value proposition, ensuring that the firm remains a preferred partner for wealth management professionals. By overseeing sales initiatives and client retention programs, the Co-Founder & Group Chief Revenue Officer, CSO Newedge Capital secures the financial health of the organization. This leadership function focuses on expanding the firm's footprint, leveraging deep industry expertise to capture market share. Through strategic outreach and relationship management, the Co-Founder & Group Chief Revenue Officer, CSO Newedge Capital sustains the firm's competitive advantage.

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