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About
Cameron Dawson is Chief Investment Officer at NewEdge Wealth, a New York-based advisory firm serving ultra-high-net-worth individuals, family offices, and institutional clients. In this role since 2022, she leads the development of firmwide investment strategies and market outlooks, working closely with portfolio managers and clients, and is frequently featured for her financial commentary on Bloomberg, CNBC, and Fox Business.
Her core expertise is in equity markets, focusing particularly on equity strategy, valuation, earnings trends, and macroeconomic themes impacting equities. Dawson is known for deep analysis of large-cap U.S. stocks, technology, and consumer sectors, as well as thought leadership on positioning and risk management for sophisticated investors.
Previously, she served as Chief Market Strategist at Fieldpoint Private Securities and as Senior Equity Analyst in the Chief Investment Office at Bank of America. Dawson holds degrees from the Crummer Graduate School of Business at Rollins College and Rollins College, and is a CFA® charterholder. In 2024, she was named CIO of the Year by Institutional Investor, recognizing her contributions to investment strategy and leadership in the wealth management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| NewEdge Wealth | Chief Investment Officer | May 2022 to Present | — |
| Fieldpoint Private | Chief Market Strategist | Sep 2020 to Apr 2022 | — |
| Bank of America | Director, Senior Equity Analyst, Chief Investment Office | Oct 2014 to Sep 2020 | Equity Analyst covering large cap industrial equites for Bank of America Investment Solutions Group Chief Investment Office |
| U.S. Trust | Portfolio Manager Associate U.S. Trust, Bank of America Private Wealth Management | Sep 2012 to Oct 2014 | Portfolio analyst for 2 PMs managing $1B
Lodging REIT analyst for internal REIT strategy |
Education
Crummer Graduate School of Business at Rollins College
2010 — 2012
Rollins College
2008 — 2010
Skills & Expertise
Others at Newedge Wealth, LLC (30)
| Name | Role | Location |
|---|---|---|
| Principal | New York, NY , United States | |
| Partner | Delray Beach, FL , United States | |
| Associate | Darien, CT , United States | |
| Principal | Portsmouth, NH , United States | |
| Partner | Bentonville, AR , United States | |
| Principal | New York, NY , United States | |
| Principal | New York, NY , United States | |
| Principal | Pittsburgh, PA , United States | |
J John Froley | Principal | San Francisco, CA , United States |
J Jonathan Heines | Principal | New York, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Business Development Analyst | AQR Capital Management LLC | New York, NY , United States | |
| Vice President | AQR Capital Management LLC | New York, NY , United States |