The Edge Team

 
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Matthew Weinberg

Co-Founder/Principal

Matt co-founded Edge Wealth in the fall of 2006. He has 20 years of institutional trading experience. Matt was the head of trading desks at several large investment banks including Smith Barney, Prudential and JP Morgan. He gained proprietary trading experience after having worked at Greenwich Arbitrage. Moreover, he was a principal at Guggenheim Capital Markets, a boutique investment bank and broker/dealer. Matt is a 1986 graduate of Brandeis University.

 
 
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Brett Rosen

Client Development, Insurance/Estate Planning 

Brett has over 30 years of experience in the Life Insurance and Estate Planning industry and is also a CLU and AEP®. Brett focuses on client relationship efforts at Edge Wealth. He is a graduate of the University of Michigan. 

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Ryan Babeuf, CFA

Market Strategist, Financial Advisor

Ryan is a Fordham University graduate with a degree in Finance. He is a CFA Charterholder.

 
 
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Donald Bond

Senior Financial Advisor

Don had spent his 30 year career in Institutional Capital Markets. He gained experience throughout the fixed income and structured products arena while at L.F. Rothschild, Bear Stearns and DLJ. Don joins us after spending 15 years as a partner and managing director at R.W. Pressprich. He graduated with a BS degree in Economics from SUNY Brockport and a MA in Economics from UNC-Greensboro in 1980.

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John Marx

Senior Financial Advisor

John has 25 years of experience as a corporate bond trader and trading manager.  He began his career spending 12 years at Morgan Stanley, moving on to run trading desks at Smith Barney, Nomura and Mitsubishi UFJ.  John is a graduate of Washington University in St. Louis and has an MBA from the Tuck School at Dartmouth.

 
 

Benjamin Weinberg

Financial Advisor

Ben Weinberg is a 2019 graduate of Tulane University. Prior to joining Edge Wealth, Ben worked at Wealthspire, a wealth management firm.

Ashley Ramdass

Analyst

Ashley is a 2022 graduate of Pace University, Lubin School of Business.

 
 

Neither personalized services nor the experience / expertise of a particular adviser should be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss. A financial adviser’s expertise, credentials, or compensation structure should not be viewed as the sole determining factors in obtaining or retaining their services.