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Christopher Ayer

Christopher Ayer

Principal at Newedge Wealth, LLC

Portsmouth, NH , United States

About

Christopher Ayer is a Principal at NewEdge Wealth, overseeing client relationships and wealth management strategy for high-net-worth individuals from the firm’s Portsmouth, New Hampshire office. He is instrumental in leading NewEdge Wealth’s expansion into northern New England and works directly with wealthy families, executives, and closely-held business owners to deliver tailored investment and financial planning solutions.

Ayer brings over two decades of experience in wealth management, previously holding senior advisory positions at Pallas Capital Advisors and Ameriprise Financial Services, Inc., where he specialized in advising business owners, entrepreneurs, and multi-generational families. His expertise spans comprehensive wealth planning, succession strategies, and asset allocation with a particular emphasis on equities and alternative investments for business owners and private clients.

He holds an M.A. from Dartmouth College and a B.A. in Political Science from Gordon College. Throughout his career, Ayer has been recognized for his leadership in establishing new regional offices and his strategic advisory work with complex client needs, especially in the sectors of privately held businesses and tailored equity and alternative investment portfolios.

Career History

OrganizationRoleDate RangeDetails
NewEdge WealthPrincipalNov 2024 to Present
Pallas Capital AdvisorsSenior Vice President - Wealth ManagementJan 2020 to Nov 2024
Ameriprise Financial Services, Inc.Financial Advisor, Managing DirectorJan 2016 to Jan 2020
UBSSenior VP -Investments, Wealth AdvisorAug 2008 to Jan 2016
SMITH BARNEYSenior VP -InvestmentsApr 2004 to Aug 2008

Education

Dartmouth College

Master of Arts in Liberal Studies Program

1994 1995

Gordon College

BA, Political Science

1989 1992

Skills & Expertise

Wealth Transfer
Investment Strategies
Advanced Planning
Investments
Financial Services
Retirement Planning
Finance
Financial Advisory
Wealth Management
Pre Liquidity Planning for Closely Held Business
Advanced Estate Planning
Strategic Planning
Public Speaking
Estate Planning
Portfolio Management
Strategy
Leadership
Management
Pre Liquidity Planning

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
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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