John Froley

John Froley is a Principal at NewEdge Wealth, based in San Francisco, CA, where he leads the firm’s West Coast expansion and provides bespoke wealth management services to ultra high net worth families, family offices, and institutional clients. His responsibilities include overseeing investment strategy, financial planning, and client relationship management, with a focus on delivering personalized solutions tailored to complex client needs.

Froley specializes in managing portfolios across a broad range of asset classes, including equities, fixed income, alternative investments, and structured products. He is particularly experienced in serving clients in the technology, venture capital, and private equity sectors, leveraging his deep understanding of the Bay Area’s dynamic investment landscape to deliver institutional-caliber strategies.

With nearly three decades of experience in financial services, Froley previously served as a wealth manager at First Republic Investment Management for nearly 15 years, where he provided investment management and financial planning services to private clients. He began his career as an analyst at Gabelli Funds in New York and later joined Van Kasper & Co. in San Francisco. Froley holds a Bachelor of Arts in English Language and Literature from the University of California, Santa Barbara, and is a Certified Financial Planner (CFP®). His expertise lies in comprehensive wealth management, strategic asset allocation, and navigating complex financial environments for high-net-worth individuals and institutions.