Sign in

You're signed outSign in or to get full access.

CR

Chloe Reed

Vice President, Investment Solutions - Alternatives at Newedge Wealth, LLC

Miami, FL , United States

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

OrganizationRoleDate RangeDetails
NewEdge WealthVice President, Investment Solutions - AlternativesJan 2023 to Present
UBS Financial Services, Inc.Senior Wealth Strategy AssociateApr 2012 to Dec 2022
UBS Financial Services, Inc.Strategic AnalystMay 2010 to Apr 2012
Office of the Chief Operating Officer
UBS Financial Servies, Inc.Graduate Training ProgramJan 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)

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
Cameron Dawson
Cameron Dawson
Chief Investment OfficerNew York, NY , 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
Showing 1-10 of 30 team members

Similar Fund Managers

NameRoleFundLocation
Alexander Aithal
Alexander Aithal
Business Development AnalystAQR Capital Management LLCNew York, NY , United States
Andrew Donofrio
Andrew Donofrio
Vice PresidentAQR Capital Management LLCNew York, NY , United States