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.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.