NewEdge Hires Industry-Recognized Ultra-High Net Worth Advisor From Morgan Stanley As Managing Director
NewEdge Wealth announced the appointment of Josh Gully as a Managing Director, responsible for developing client relationships and increasing the firm’s assets under management.
With over 35 years’ experience in financial services, Gully specializes in the needs of entrepreneurs, private investors, family offices and multigenerational family clients, including philanthropic goals, which aligns with NewEdge’s focus on family offices, institutions and ultra-high net worth clients.
“Josh and I, along with NewEdge partners John Straus and Jeff Kobernick, have a long working history and deep respect for each other,” Rob Sechan, CEO and Co-Founder of NewEdge Wealth, said. “We are thrilled to work with him again. His addition continues the momentum of the caliber of talent we are building at NewEdge. We are confident that he will be a great member of our growing team of advisors.”
Prior to NewEdge, Gully served as a Managing Director and Private Wealth Advisor at Morgan Stanley for 30 years. His many accolades include being named to Barron’s Top 100 Financial Advisors in America, Barron’s Top 50 Private Wealth Advisory Teams, the Financial Times 400 Top Financial Advisers and Forbes America’s Top 250 Wealth Advisors.
“I am thrilled to begin the next chapter of my career at NewEdge Wealth,” said Gully. “My top priority is the client experience, and it is evident that NewEdge holds the same regard. I am excited to introduce a new level of investment offerings, intellectual capital, and specialized service to my clients.”
Gully will work from the firm’s Stamford, Connecticut, headquarters.
NewEdge Wealth is part of NewEdge Capital Group, which supports over 300 financial advisors and recently reported record full-year 2022 growth of $9.1 billion in expected new assets under management, raising its total to approximately $32 billion. In the same period, NewEdge Wealth added 16 ultra-high net worth advisors.
James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.
