Cameron Dawson

Chief Investment Officer at

NewEdge Wealth LLC

Consumer Services

Finance

Profile

Ms. Cameron L.
Dawson, CFA MBA, is a Chief Investment Officer at NewEdge Wealth LLC.
She leads the development of NewEdge Wealth’s investment themes, strategies, and market views, while also working closely with the firm’s advisors and clients.
Prior to joining NewEdge Wealth, Ms. Dawson was the Chief Market Strategist at Fieldpoint Private Securities and a Senior Equity Analyst at Bank of America.
Throughout her career, she has developed extensive experience in macroeconomics and implementing forward-thinking investment themes and asset allocation strategies.
She is widely known for her differentiated and thoughtful financial commentary and frequently appears on Bloomberg, CNBC, and Fox Business, among many others.
She earned her bachelor’s degree and MBA from Rollins College in Orlando and is a Chartered Financial Analyst (CFA).

Cameron Dawson active positions

Companies	Position	Start
NewEdge Wealth LLC NewEdge Wealth LLC Investment ManagersFinance NewEdge Wealth believes that asset allocation and investor behavior are primary drivers of investment returns. When providing asset allocation advice, the firm assists clients in the review and establishment of an asset allocation plan across a client?s entire portfolio and makes recommendations based on the client?s investment objectives, risk tolerance and market conditions. In the discretionary program, they monitor the client?s portfolio for deviations from the asset allocation plan (within certain agreed upon parameters) and, for assets over which the firm can exercise discretion, may make adjustments to bring the portfolio into conformity the client?s plan.	Chief Investment Officer	2022-04-30

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Private companies	3
Rollins College, Inc. Rollins College, Inc. Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Crummer Graduate School of Business Crummer Graduate School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
NewEdge Wealth LLC NewEdge Wealth LLC Investment ManagersFinance NewEdge Wealth believes that asset allocation and investor behavior are primary drivers of investment returns. When providing asset allocation advice, the firm assists clients in the review and establishment of an asset allocation plan across a client?s entire portfolio and makes recommendations based on the client?s investment objectives, risk tolerance and market conditions. In the discretionary program, they monitor the client?s portfolio for deviations from the asset allocation plan (within certain agreed upon parameters) and, for assets over which the firm can exercise discretion, may make adjustments to bring the portfolio into conformity the client?s plan.	Finance