Jason Catlender

Jason Catlender is Principal, Business Development at NewEdge Wealth, where he is responsible for recruiting and evaluating ultra high net worth advisors and teams considering a transition to the firm's platform. In this role, he focuses on supporting financial professionals serving ultra high net worth individuals, family offices, and institutional clients, delivering bespoke solutions and access to institutional-caliber investment products and services.

With over 25 years of experience, Jason has held senior roles at major financial organizations including LPL Financial, Bank of America, Merrill Lynch, and J.P. Morgan. His expertise spans business development and advisor recruitment, with a particular emphasis on building practices tailored to the needs of affluent and complex client segments.

Jason holds a B.A. in economics and business administration from the University of New Hampshire. Throughout his career, he has played a pivotal role in expanding advisory teams and helping top practitioners deliver advanced wealth management, alternative investments, and family office services to demanding client bases.