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Cameron Dawson

Cameron Dawson

Chief Investment Officer at Newedge Wealth, LLC

New York, NY , United States

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

OrganizationRoleDate RangeDetails
NewEdge WealthChief Investment OfficerMay 2022 to Present
Fieldpoint PrivateChief Market StrategistSep 2020 to Apr 2022
Bank of AmericaDirector, Senior Equity Analyst, Chief Investment OfficeOct 2014 to Sep 2020
Equity Analyst covering large cap industrial equites for Bank of America Investment Solutions Group Chief Investment Office
U.S. TrustPortfolio Manager Associate U.S. Trust, Bank of America Private Wealth ManagementSep 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

Passed CFA Level III, will apply for Charter upon completion of work experience
Management
Project Management
Banking
Marketing
Public Speaking
Financial Analysis
Will Apply for Charter Upon Completion of Work Experience
Passed Cfa Level Iii

Others at Newedge Wealth, LLC (30)

NameRoleLocation
Aaron Zises
Aaron Zises
PrincipalNew York, NY , United States
Blaine Minton
Blaine Minton
PartnerDelray Beach, FL , United States
Brian Peters
Brian Peters
AssociateDarien, CT , United States
Christopher Ayer
Christopher Ayer
PrincipalPortsmouth, NH , United States
Hunter Gehring
Hunter Gehring
PartnerBentonville, AR , United States
Jamie Wolff
Jamie Wolff
PrincipalNew York, NY , United States
Jesse Christensen
Jesse Christensen
PrincipalNew York, NY , United States
Jim Reese
Jim Reese
PrincipalPittsburgh, PA , United States
J
John Froley
PrincipalSan Francisco, CA , United States
J
Jonathan Heines
PrincipalNew York, NY , United States
Showing 1-10 of 30 team members

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