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About
Jonathan Heines is a Principal at NewEdge Wealth Management, based in New York, NY. In his current role, he is responsible for providing tailored investment strategies and wealth management solutions to ultra-high-net-worth individuals, families, and institutional clients, leveraging NewEdge Wealth's resources and platform. His focus is on delivering best-in-class advisory services to meet complex client needs.
Heines specializes in private wealth management, with expertise spanning multi-asset portfolio construction, alternative investments, and comprehensive advisory solutions for affluent clients. His sector coverage includes equities, fixed income, and alternative investments, helping clients navigate market complexities and achieve long-term financial goals.
Prior to joining NewEdge Wealth, Jonathan served as Director in the New York Private Wealth Management division at UBS, following roles as Vice President and Principal at NewEdge Wealth. He holds degrees from New York University, Hofstra University, and the University of Maryland, bringing a strong foundation in finance and investment strategy to his practice. With over nine years of experience, Jonathan is recognized for his commitment to client service and for delivering innovative investment solutions within the wealth management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| NewEdge Wealth | Principal | Feb 2023 to Present | — |
| NewEdge Wealth | Vice President | Jun 2021 to Feb 2023 | NewEdge Wealth is an RIA that specializes in UHNW clients and advisors. Providing high impact, high touch client service to fulfill the needs of our clientele.
• Advisor and RIA M&A
• Products & Plat... |
| UBS | Director - New York Private Wealth Management | Apr 2017 to May 2021 | Member of NY PWM management team, the largest complex at UBS by revenue & AUM |
| UBS | Director - Divisional Business Strategist, Private Wealth Management | Sep 2015 to Apr 2017 | — |
| UBS | Associate Director - Finance Business Partner Wealth Management Products and Solutions | Jan 2014 to Sep 2015 | Wealth Management Americas - Products and Analytics
Finance contact for UBS Investment Products & Solutions
P&L review with various product groups (e.g. Managed Accounts, UBS Discretionary Mandates... |
| Barclays Investment Bank | Assistant VP - Broker and Dealer Controller | May 2009 to Dec 2013 | Controller for Barclay's Broker/Dealer |
| Goldman Sachs | Analyst - Funding Product Control | Jan 2007 to Dec 2008 | Product Controller for the Debt Team within the Funding Group. Focus on Goldman issued debt, as well as hedging instruments such as interest rate swaps and cross currency swaps. Worked closely with Tr... |
| BDO | Audit Associate | Oct 2004 to Dec 2006 | Audit, Sarbanes Oxley, analyze Financial Statements |
Education
New York University
2013 — 2013
Hofstra University
2002 — 2004
University of Maryland
1998 — 2002
Skills & Expertise
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 | New York, NY , United States |
 | Principal | Pittsburgh, PA , United States |
J John Froley | Principal | San Francisco, CA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Business Development Analyst | AQR Capital Management LLC | New York, NY , United States |
 | Vice President | AQR Capital Management LLC | New York, NY , United States |
