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About
Kirsten Tuzzo, CPFA®, is a Partner at NewEdge Wealth, where she co-leads the Boca Raton, Florida office. She specializes in delivering comprehensive wealth management services to ultra-high-net-worth individuals, family offices, and institutional clients, leveraging more than three decades of industry experience.
Kirsten's investment expertise spans multi-asset portfolios, including equities, fixed income, and alternative investments, with significant experience in charitable foundations and endowments—having managed the Rockefeller Foundation Endowment portfolio. Prior to joining NewEdge Wealth, she held senior leadership roles at Merrill Lynch as Managing Director, and at Morgan Stanley as Portfolio Management Director, in addition to earlier positions at JP Morgan Chase and Bank of America.
She holds a Bachelor’s degree from the University of Delaware. Kirsten is recognized for her strategic guidance to clients in sectors such as private business owners, corporations, and nonprofits, and is well known for her contributions to high net worth advisory and portfolio management within the South Florida financial community.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| NewEdge Wealth | Partner | Aug 2024 to Present | — |
| Merrill Lynch Wealth Management | Wealth Management Advisor, Managing Director | Mar 2016 to Aug 2024 | — |
| Morgan Stanley | Portfolio Management Director | Feb 2009 to Mar 2016 | — |
| Merrill Lynch | Wealth Management Advisor, Vice President | Sep 2003 to Feb 2009 | — |
| Bank of America | Vice President, Portfolio Manager | Feb 2000 to Sep 2003 | — |
| J.P. Morgan | Vice President, Portfolio Manager | Oct 1994 to Feb 2000 | — |
Education
University of Delaware
Bachelor's Degree
1983 — 1987
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 |
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|---|---|---|---|
| Business Development Analyst | AQR Capital Management LLC | New York, NY , United States | |
| Vice President | AQR Capital Management LLC | New York, NY , United States |