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Maxwell Snyder

Vice President, Alternative Investments at Newedge Wealth, LLC

New York, NY , United States

About

Maxwell Snyder is Vice President, Investment Solutions, Alternatives at NewEdge Wealth in New York, where he leads the firm's alternatives investment platform. In this role, he is responsible for building and enhancing the platform, sourcing and conducting due diligence on alternative investment products, and identifying solutions that align clients’ portfolios with their long-term goals. His focus encompasses a broad array of alternative asset classes, including private equity, hedge funds, private credit, and other non-traditional strategies aimed at diversification and risk-adjusted returns.

Before joining NewEdge Wealth, Maxwell served as Associate Portfolio Manager at Adalta Capital Management, where he gained comprehensive experience in portfolio management and alternative investment strategies. Since joining NewEdge, he has also held the position of Associate, Alternative Investments before advancing to the vice president level, underscoring a track record of expertise and leadership within the alternatives space.

Maxwell holds a double major in Political Economy and Anthropology from Georgetown University, providing him with a multifaceted analytical background well-suited to the complexities of alternative investments. His notable contributions include advancing NewEdge’s alternative investment solutions and playing a key role in platform development, supporting the firm’s reputation for delivering innovative investment approaches to high-net-worth clients and advisors.

Career History

OrganizationRoleDate RangeDetails
NewEdge WealthVice President, Alternative InvestmentsFeb 2023 to Present
NewEdge WealthAssociate, Alternative InvestmentsMar 2022 to Present
Adalta Capital ManagementAssociate Portfolio ManagerOct 2017 to Mar 2022
Edgewood Management LLCSummer AnalystJan 2016 to Jan 2016
MWWPRAssociateJun 2015 to Aug 2015

Education

Georgetown University

Political Economy and Anthropology (Double Major)

2013 2017

Skills & Expertise

Strategy
Benchmarking
Business Analysis
Financial Advisory
Start-up Ventures
Equity Valuation
Market Research
Investment Strategies
Investment Advisory Services
Alternative Investments
Angel Investing
Asset Allocation
Financial Markets
Early Stage Ventures
Teamwork
Quantitative Analytics
Leadership
Private Equity
Analytical Skills
Portfolio Management
Underwriting
Equities
Investments
Venture Capital
Valuation
Asset Management
Financial Modeling
Microsoft Office
Microsoft PowerPoint
Microsoft Excel
Microsoft Word
Research
Finance
Financial Analysis
Investment Management
Accounting

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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