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About
Jesse Christensen is a Principal at NewEdge Wealth in New York, where he specializes in servicing ultra high net worth families, senior corporate executives, family offices, and institutional clients. His current role centers on delivering tailored wealth management solutions for complex client needs, focusing on sophisticated equity compensation, tax strategy, and estate planning advice.
With over 16 years of experience in wealth management, Christensen has built a niche advising C-suite and senior executives on nuanced concentration management, tax-efficient stock planning, and multi-generational wealth strategy. His practice, Hudson Wealth Partners, managed more than $450 million in client assets within a short period, demonstrating expertise across public and closely held company equity, executive compensation, and supporting complex multi-asset portfolios.
Jesse holds a degree from Syracuse University and is recognized for his consultative approach to managing corporate equity events and advanced wealth organization. His significant career achievements include founding and rapidly scaling Hudson Wealth Partners and transitioning his practice to NewEdge Wealth to leverage institutional-caliber investment solutions, with a continued dedication to sectors involving executive compensation, public company equity, tax planning vehicles, and estate transfer strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| NewEdge Wealth | Principal | Feb 2024 to Present | — |
| Chesapeake Asset Management, LLC | Partner - Corporate Executive Services | Aug 2017 to Feb 2024 | — |
| Morgan Stanley | Private Wealth Advisor | Jan 2011 to Jan 2017 | — |
| Fidelity Investments | Equity Compensation Specialist | Jan 2009 to Jan 2011 | — |
| Hudson Wealth Partners, LLC | Unknown to Present | — | |
| Chesapeake Asset Management, LLC | Partner - Managing Director, Wealth Management | Apr 2022 to Present | — |
| Cherry Lane Capital | Co-Founder, Managing Partner | Jan 2017 to Apr 2022 | https://www.cherrylanecapital.us |
Education
Syracuse University
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 | |
| Principal | Portsmouth, NH , United States | |
| Partner | Bentonville, AR , 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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