EDGECo Holdings, LP reposted this
Michele Coletti, President of Trust & Custody Support Services, shares what sets American Trust Custody apart from competitors. Hear her thoughts below. #AmericanTCS #AmericanTrustCustody
For over four decades, EdgeCo Holdings’ companies have provided best-in-class technology-enabled solutions and support services to financial intermediaries and their clients, including Full-Service Retirement Plan Administration, Brokerage, Advisory, and Trust and Custody solutions. EdgeCo is in rapid growth mode, currently expanding operations through its American Trust, Mid Atlantic Trust Company and NewEdge Capital Group divisions.
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EDGECo Holdings, LP reposted this
Michele Coletti, President of Trust & Custody Support Services, shares what sets American Trust Custody apart from competitors. Hear her thoughts below. #AmericanTCS #AmericanTrustCustody
EDGECo Holdings, LP reposted this
We’re proud to share that NewEdge Capital Group has achieved significant milestones in the first half of 2024. Alex Goss, CFP®, Co-Managing Partner of NewEdge Capital Group and Co-CEO of NewEdge Advisors, stated, “We’re proud that NewEdge has become a destination of choice for client-first, growth-minded advisors.” Read the full press release here: https://lnkd.in/g79dMiRS #NewEdgeCapitalGroup
EDGECo Holdings, LP reposted this
We're thrilled to share that our very own Josh Gully, Managing Director, was recently featured on the Startup Cornell podcast! In the episode, Josh dives deep into his journey, starting with his time at Cornell University (Class of ‘83) and spanning over three decades of experience on Wall Street. He offers insights into the financial industry and his experiences working with top-tier clients, including venture capitalists, corporate executives, and entrepreneurs. Tune in to hear more about Josh's incredible career, his passion for connecting with clients, and his vision for the future of wealth management. Whether you’re an aspiring entrepreneur or a finance professional, you won’t want to miss this episode! Listen now: https://lnkd.in/eGWGRrXQ #NewEdgeWealth #Cornell
EDGECo Holdings, LP reposted this
That’s a wrap on User Group 2024! A big thank you to everyone who joined us and made this conference a success. We’re excited to connect with you all again soon! #PensionPro #UserGroup
Interested in some financial advice? Our team at American Trust Wealth shares their top tips for National Financial Awareness Day.
Did you know today is Financial Awareness Day? National Financial Awareness Day is dedicated to equipping individuals with the knowledge and tools needed to build solid financial habits. These practices help ensure our stability and lay the groundwork for future financial freedom. In honor of this day, we asked a few of our team members to share a finance tip! #AmericanTrustWealth #FinancialAwarenessDay
EDGECo Holdings, LP reposted this
We kicked off the 2024 User Group Conference by welcoming everyone to Chicago. Today featured our keynote speaker Christabelle Cook, and lots of networking with our clients, sponsors and speakers! #PensionPro #UserGroup2024
EDGECo Holdings, LP reposted this
Last week, we had a blast at our 4th annual Summer Soirée in Stamford! From paddle boards to kayaks, games, and great company, it was a celebration of summer and team spirit. A big thank you to everyone who attended and made it a day to remember! #NewEdgeWealth
EDGECo Holdings, LP reposted this
Meet the Team! Michele Coletti, President of Trust and Custody Support Solutions at AmericanTCS, brings over 25 years of expertise in the retirement plan industry. In her dynamic role, she oversees a wide range of organizations and services provided by American Trust Custody. Discover more about Michele by reading her bio: https://lnkd.in/gDg2qAC2 #AmericanTrustCustody
FinSource Limited is excited to announce the opening of a second office on July 5! This milestone underscores their growth and commitment to excellence. The leadership team shared their vision for this new chapter, and they celebrated with a cake cutting ceremony! #newoffice #FinSourceLimited
EDGECo Holdings, LP reposted this
We're joining forces with Payroll Integrations to help alleviate the administrative hassle of year-end testing. Follow the link to read more about how our new partnership is here to help TPAs: https://lnkd.in/gmefmz3U #PensionPro #PayrollIntegrations #TPAs