NewEdge Wealth is opening its first office in Chicago and they’ve chosen a familiar face in the wealth management world to lead it. David Chase, a seasoned advisor with more than 20 years of experience helping families, executives, and business owners manage and grow their wealth, is officially joining the firm.
David isn’t coming alone. He’s not coming alone. David is joined by his trusted colleagues Robert Belfour, Mia Costarella, and Natalie Dymkowski a team he’s worked closely with and trusts to deliver the same client-first experience. Together, they’re laying the groundwork for NewEdge’s Chicago presence. Together, they’ll be focused on serving the city’s growing number of successful families and privately held businesses who are looking for more personalized and sophisticated financial strategies.
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“We’ve been intentional about how and where we grow,” said Robert Sechan, Co-Founder and Chief Executive Officer of NewEdge Wealth. “Chicago is an important step for us, and David’s experience and client-first approach make him the perfect person to lead this team.”
David’s career has taken him through leadership roles at Wells Fargo Advisors, Credit Suisse, and Bernstein Global Wealth Management. He’s helped clients navigate everything from wealth transitions and executive compensation to business sales and risk management. His commitment to clients has earned him a spot on Forbes’ Best-in-State Wealth Advisors in Illinois three years in a row (2022, 2023, and 2024).
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For David, the move to NewEdge is more than just a career shift it’s about aligning values:
“What drew me to NewEdge is their culture. They truly put clients first, and that’s how I’ve always approached my work. Chicago is a city full of opportunity, with families and businesses building incredible legacies. I’m excited to help them plan, protect, and grow for the future.”
NewEdge Wealth has been thoughtfully growing its presence across the country, welcoming new advisors in cities like Atlanta, North Carolina, and Knoxville each move designed to bring the firm closer to the families and businesses it serves With Chicago, the firm now has over 50 ultra-high-net-worth advisors across 16 locations, including Miami, Nashville, and San Francisco.
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The launch of the Chicago office signals more than just growth it reflects NewEdge’s commitment to being close to the people it serves. With David Chase and his team at the helm, Chicago’s successful families and entrepreneurs will now have access to the high-touch, personalized wealth management NewEdge is known for.
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