Jim Reese

Jim Reese, Jr. is a Principal at NewEdge Wealth in Pittsburgh, PA, where he leads client engagement and advisory services for high-net-worth individuals and families. In this role, he specializes in comprehensive wealth management solutions, including investment advisory, retirement income planning, tax strategies, and estate planning.

He brings over three decades of experience in investment management, having previously founded and led Strategic Wealth Management Group, Ltd. as both Owner and Principal for nearly thirty years. Earlier in his career, Jim served as Chief Financial Officer for Mid Atlantic Capital Group, further deepening his expertise in executive-level financial planning.

Jim is a graduate of Robert Morris University with a Bachelor of Arts & Science in Accounting and Finance. Throughout his career, he has developed significant expertise across equity and fixed income markets, with a focus on portfolio construction and intergenerational wealth transfer for affluent clients.