NewEdge Wealth has expanded its leadership team in Atlanta with the appointment of two financial professionals, marking another step in the firm’s ongoing growth across the Southeast.
Paul Izlar joins as managing director, while Brendan Keelan takes the role of principal, investment solutions, fixed income.
The two join a group of former colleagues from Edge Capital Partners, including William deButts and Jimmy Patrick, who became managing directors at NewEdge in January.
The hires are part of the firm’s strategy to build out its capabilities for ultra high net worth families, family offices and institutional clients in a region experiencing demographic and economic shifts.
NewEdge Wealth operates as part of NewEdge Capital Group, a broader platform serving independent advisors and wealth management teams across the country.
“As the home for more than a dozen Fortune 500 companies, Atlanta has always been a significant wealth hub,” Rob Sechan, co-founder and chief executive of NewEdge Wealth, said in a statement. “In addition, the metro area is experiencing a transformative wealth migration, furthering our commitment to support the evolving needs of ultra high net worth clients.”
Izlar brings more than 30 years of experience in private client and institutional advisory work. He began his wealth management career at Morgan Stanley, where he worked alongside NewEdge Wealth co-founders Rob Sechan and Jeffrey Kobernick, as well as president John Straus. He later became a founding partner at Edge Capital Partners and held senior leadership positions at Credit Suisse, including southeast regional manager and national head of client acquisition.
Meanwhile, Keelan has nearly 20 years of experience in the wealth management sector. Prior to joining NewEdge, he held investment positions at Edge Capital Partners and StableRiver Capital Management. He also founded Keelan Capital, an RIA, in 2022.
The expansion reflects NewEdge Wealth’s continued focus on attracting professionals with deep market knowledge and established client relationships. The firm’s approach combines personalized advice with access to institutional resources, aiming to position itself competitively within the high-net-worth advisory segment.
The latest move in Atlanta extend the firm's momentum in strengthening its leadership, including the June appointment of Brian Nick as managing director and head of portfolio strategy. This year in February, Kobernick was also given an expanded role as he got elevated to vice chairman of NewEdge Capital Group.
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
