Profile
Tristram Sanborn Millard has worked as a Portfolio Manager at NewEdge Advisors LLC since 2016.
Tris Millard active positions
| Companies | Position | Start |
|---|---|---|
NewEdge Advisors LLC
 NewEdge Advisors LLC Investment ManagersFinance NewEdge Advisors LLC is a SEC-registered investment advisor headquartered in New Orleans, Louisiana. The firm was founded by Gerald Goss in 1980 and is a subsidiary of NewEdge Capital Group LLC, ultimately owned by EdgeCo Investor Holdings LP. NewEdge Advisors specializes in wrap and non-wrap comprehensive portfolio management, financial planning and consulting, retirement plan consulting, referrals to third-party money managers and, through certain investment adviser representatives (IARs), offers LPL sponsored advisory program services. | Portfolio Manager-Equities | 30/09/2016 |
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Linked companies
| Private companies | 1 |
|---|---|
NewEdge Advisors LLC
NewEdge Advisors LLC Investment ManagersFinance NewEdge Advisors LLC is a SEC-registered investment advisor headquartered in New Orleans, Louisiana. The firm was founded by Gerald Goss in 1980 and is a subsidiary of NewEdge Capital Group LLC, ultimately owned by EdgeCo Investor Holdings LP. NewEdge Advisors specializes in wrap and non-wrap comprehensive portfolio management, financial planning and consulting, retirement plan consulting, referrals to third-party money managers and, through certain investment adviser representatives (IARs), offers LPL sponsored advisory program services. | Finance |
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