Leadership Overview
NewEdge Capital Group has 4 executives leading key functions including strategy, operations, revenue growth, and corporate leadership.
Focused on delivering technology-enabled financial solutions, NewEdge Capital Group empowers financial advisors through robust support services and advanced infrastructure to ensure superior client outcomes across the entire investment landscape.
Focused on delivering technology-enabled financial solutions, NewEdge Capital Group empowers financial advisors through robust support services and advanced infrastructure to ensure superior client outcomes across the entire investment 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 and long-term growth trajectory for the firm. By aligning internal resources with the evolving needs of financial advisors, the Chief Executive Officer ensures the delivery of best-in-class technology-enabled solutions. This leadership role involves constant evaluation of market trends to maintain a competitive edge in the finance sector. Jim Jesse actively fosters a culture of innovation, driving the organization toward sustainable expansion across North American markets. Through rigorous oversight of subsidiary performance, the Chief Executive Officer guarantees operational excellence and consistent value creation for clients. By bridging the gap between complex financial requirements and accessible support services, the firm achieves significant scale. Ultimately, the Chief Executive Officer maintains the integrity of the business model while navigating the complexities of the modern investment landscape to secure future success.
Steve Pirigyi - Chief Operating Officer
Steve Pirigyi, the Chief Operating Officer at NewEdge Capital Group, manages the daily execution of business processes and internal infrastructure. Overseeing the integration of technology-enabled support services, the Chief Operating Officer optimizes workflows to enhance advisor productivity. This role requires precise coordination between departments to ensure seamless service delivery across the entire organization. Steve Pirigyi drives operational efficiency by implementing scalable systems that support the firm's 30-year legacy of excellence. By monitoring performance metrics and resource allocation, the Chief Operating Officer mitigates risks while maximizing output in a fast-paced financial environment. The Chief Operating Officer collaborates with other leaders to refine the service model, ensuring that every advisor receives consistent, high-quality support. Through this focus on operational rigor, the firm maintains a strong market position, providing the necessary foundation for sustained growth and reliable client service across all regional operations.
Paul Schneider - President
Paul Schneider, the President at NewEdge Capital Group, leads the execution of corporate initiatives and manages the firm's diverse portfolio of support services. By supervising the implementation of technology-enabled solutions, the President ensures that advisors receive the tools necessary for success in a complex financial market. This role involves coordinating cross-functional teams to maintain the high standards established over the firm's 30-year history. Paul Schneider drives the development of new service offerings, ensuring that the organization remains at the forefront of industry innovation. By fostering strong relationships with key stakeholders, the President supports the firm's mission to provide best-in-class support. This leadership position requires a focus on both immediate operational needs and long-term strategic goals. Through the diligent management of internal resources, the President guarantees that the firm continues to deliver reliable, high-impact services to financial advisors and their clients across the entire country.

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 initiatives. By identifying new opportunities for advisor acquisition, the Co-Founder & Group Chief Revenue Officer, CSO Newedge Capital drives the financial performance of the organization. This role involves deep engagement with the broader financial community to promote the value of the firm's technology-enabled solutions. Neil Turner oversees the alignment of sales efforts with corporate objectives, ensuring that revenue targets remain consistent with long-term growth goals. By leveraging extensive industry knowledge, the Co-Founder & Group Chief Revenue Officer, CSO Newedge Capital secures the firm's footprint in competitive markets. This leadership position requires constant adaptation to changing economic conditions, ensuring that revenue streams remain robust. Through strategic partnerships and client-focused outreach, the firm continues to expand its influence and deliver exceptional value to financial advisors.

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