John Froley

About John Froley

As Principal at NewEdge Wealth, John responsibly guides individuals, families, and business owners to seek to create, grow, and preserve personal values, tangible assets, and invaluable resources for generations to come. For over two decades, John has provided clients with comprehensive wealth management services, wealth strategy, and portfolio analysis beginning his career as an Analyst at Gabelli Funds in Rye, NY. He later served as Senior Analyst in San Francisco at Van Kasper & Company, which was later purchased by Wells Fargo Bank. Prior to joining NewEdge, John spent time as a Managing Director and Wealth Manager at First Republic Investment Management and provided investment management and financial planning services to private clients in the San Francisco Bay Area at Bank of America and AXA. John also serves as a board member for Huckleberry Youth, a San Francisco-based nonprofit helping families and adolescents overcome adversity in pursuit of social equity. John received a Bachelor of Arts in English from the University of California, Santa Barbara and is a CERTIFIED FINANCIAL PLANNER™. John and his wife Pam currently reside in San Francisco, CA.

Experience

1. Principal

   NewEdge Wealth

   Jun 2023 — Present

Education

• UC Santa Barbara

  Bachelor of Arts (BA), English Language and Literature/Letters

  1990