top of page

Our Team

At Atlantic Edge, we are very proud of the team we have assembled to serve clients. Our highly-credentialed staff has been handpicked to provide the wealth management experience we believe families deserve. 

Each member of our team provides valuable service and insights to our investment management, financial planning and client service. 

Robert

Portfolio Manager

LISA

Director of Client Service

Ethan Caldarelli

Investment Advisor

bottom of page