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Chloe Reed
Vice President, Investment Solutions - Alternatives at Newedge Wealth, LLC
About
Chloe Reed is Vice President, Investment Solutions – Alternatives at NewEdge Wealth, based in Miami, FL. In her current role, she leads the firm’s alternative investment platform, overseeing strategy, operations, and communications for a range of non-traditional assets including private equity, venture capital, private credit, and hedge funds. She is particularly focused on the development and delivery of alternative investment strategies and advisor education, ensuring clients have access to sophisticated portfolio diversification tools and insights into evolving sectors such as venture capital.
Chloe brings over 17 years of industry experience, with a decade at UBS Financial Services where she held senior roles as Senior Wealth Strategy Associate and Strategic Analyst, specializing in private wealth management and strategic portfolio solutions. She is recognized for her ability to navigate complex market environments and her thought leadership on the value of alternative investments within a diversified portfolio, including commentary on market dynamics and opportunities in venture capital.
She holds a BA in History and Economics from the University of Pennsylvania, as well as a degree in Economic History from Royal Holloway, University of London. Chloe is valued for her expertise in alternative investments, her operational acumen, and her ongoing contributions to client education and innovative investment platform development at NewEdge Wealth.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| NewEdge Wealth | Vice President, Investment Solutions - Alternatives | Jan 2023 to Present | — |
| UBS Financial Services, Inc. | Senior Wealth Strategy Associate | Apr 2012 to Dec 2022 | — |
| UBS Financial Services, Inc. | Strategic Analyst | May 2010 to Apr 2012 | Office of the Chief Operating Officer |
| UBS Financial Servies, Inc. | Graduate Training Program | Jan 2008 to Jan 2010 | — |
Education
University of Pennsylvania
BA, History, Economics
2004 — 2008
Royal Holloway, University of London
Economic History
2006 — 2006
Greenwich Academy
High School
2001 — 2004
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 | |
| Chief Investment Officer | New York, NY , 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 |
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