Jamie Wolff

Jamie Wolff, CDFA®, serves as Principal at NewEdge Wealth in New York, where she collaborates with ultra-high-net-worth families, business owners, and nonprofit organizations to create bespoke investment plans tailored to protecting and growing their wealth. With a focus on delivering customized wealth strategies, she has particular expertise in advising clients experiencing divorce, leveraging her Certified Divorce Financial Analyst® designation to help them navigate complex financial transitions. Her responsibilities include crafting personalized solutions utilizing a broad spectrum of asset classes for clients who require sophisticated and institutional-caliber investment management.

Wolff joined NewEdge Wealth in April 2022 following a nine-year tenure as Vice President–Wealth Management at UBS Financial Services, Inc., where she specialized in holistic advice for high-net-worth individuals and families. Prior to UBS, she was a Financial Advisor at JP Morgan, focusing on comprehensive financial planning and wealth strategies for affluent clients. Her career spans over fifteen years at premier financial institutions, marked by an ongoing track record of trust and excellence in client service.

She holds a Bachelor of Science in Finance from the State University of New York at Buffalo – School of Management. Jamie is recognized for her deep expertise in private wealth management, investment planning, and supporting clients through significant life events, particularly with cross-disciplinary knowledge in divorce-related financial matters and multi-generational wealth preservation.