Aaron Zises

Aaron Zises is a Principal at NewEdge Wealth, where he advises ultra high net worth families and family offices on investment strategy, financial planning, generational wealth transfer, and charitable planning. Based in New York, NY, he brings a client-centric approach to managing complex wealth needs, focusing on asset diversification, tax and estate planning, and legacy solutions. His expertise spans a broad range of institutional-caliber products and services tailored to the unique demands of affluent clients.

Aaron specializes in investment strategies for hedge funds, private equity, and alternative assets, leveraging his background as a former hedge fund attorney. He has deep experience in wealth strategy, tax-efficient investing, and philanthropic planning, helping clients navigate sophisticated financial landscapes and optimize long-term outcomes. His work often involves structuring portfolios that balance growth, preservation, and impact, with a particular emphasis on multi-generational wealth management.

Prior to joining NewEdge Wealth in 2023, Aaron held senior roles at Hightower Advisors, U.S. Bank Private Wealth Management, and Family Management Corporation. He earned a J.D. with a concentration in Corporate Law from Benjamin N. Cardozo School of Law and a B.S.B.A. in Finance, Marketing, and International Business from Washington University in St. Louis. Aaron is an Accredited Investment Fiduciary® and holds Series 7 & 66 licenses, as well as life and health insurance licenses. He is a Trustee and member of the Investment Committee of the Jewish Communal Fund and has served on the Board of Directors and President’s Advisory Council of UJA Federation of New York, contributing to significant philanthropic initiatives in the community.