person● Verified · SEC records
Trace Shapiro
In PWD coverage since September 4, 2026 · 2 stories
Career record
currentBDNewEdge Wealth
currentIANEWEDGE SECURITIES, LLC
ended Sep 5, 2026IANEW EDGE WEALTH
PWD coverage
Moves
NewEdge opens Minnesota by hiring a $1.25 billion UBS team
The Wayzata liftout extends a recruiting-led expansion that has already entered Texas, Florida and Ohio; it leaves the firm's Midwest presence resting on eight people.