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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| NewEdge Wealth | Principal | Nov 2024 to Present | — |
| Pallas Capital Advisors | Senior Vice President - Wealth Management | Jan 2020 to Nov 2024 | — |
| Ameriprise Financial Services, Inc. | Financial Advisor, Managing Director | Jan 2016 to Jan 2020 | — |
| UBS | Senior VP -Investments, Wealth Advisor | Aug 2008 to Jan 2016 | — |
| SMITH BARNEY | Senior VP -Investments | Apr 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
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 | |
| 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 |
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