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Kirsten Tuzzo

Kirsten Tuzzo

Partner at Newedge Wealth, LLC

Boca Raton, FL , United States

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

OrganizationRoleDate RangeDetails
NewEdge WealthPartnerAug 2024 to Present
Merrill Lynch Wealth ManagementWealth Management Advisor, Managing DirectorMar 2016 to Aug 2024
Morgan StanleyPortfolio Management DirectorFeb 2009 to Mar 2016
Merrill LynchWealth Management Advisor, Vice PresidentSep 2003 to Feb 2009
Bank of AmericaVice President, Portfolio ManagerFeb 2000 to Sep 2003
J.P. MorganVice President, Portfolio ManagerOct 1994 to Feb 2000

Education

University of Delaware

Bachelor's Degree

1983 1987

Others at Newedge Wealth, LLC (30)

NameRoleLocation
Aaron Zises
Aaron Zises
PrincipalNew York, NY , United States
Blaine Minton
Blaine Minton
PartnerDelray Beach, FL , United States
Brian Peters
Brian Peters
AssociateDarien, CT , United States
Cameron Dawson
Cameron Dawson
Chief Investment OfficerNew York, NY , United States
Christopher Ayer
Christopher Ayer
PrincipalPortsmouth, NH , United States
Hunter Gehring
Hunter Gehring
PartnerBentonville, AR , United States
Jamie Wolff
Jamie Wolff
PrincipalNew York, NY , United States
Jesse Christensen
Jesse Christensen
PrincipalNew York, NY , United States
Jim Reese
Jim Reese
PrincipalPittsburgh, PA , United States
J
John Froley
PrincipalSan Francisco, CA , United States
Showing 1-10 of 30 team members

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