Will Wu

Private Wealth Management Intern @NewEdge Wealth

Manhattan Beach, CA, US

As a Wealth Strategy Intern at NewEdge Wealth, I work directly under senior advisors to support ultra-high-net-worth clients through portfolio analysis and wealth planning strategies. My responsibilities include research, modeling, client engagement preparation, and contributing to high-impact recommendations. In my tenure at NewEdge I have:Modeled portfolio outcomes using tools like eMoney and Excel, including scenario stress testing and strategic asset allocation to demonstrate long-term financial impactsConducted comparative analyses of investment products, like direct indexing vs ETF exposure incorporating tax efficiency and harvesting strategiesPrepared client-ready memos and strategy evaluations, including custom casework for clients with $10M+ portfoliosEngaged in cross-functional team discussions around structured notes/products, margin use cases and concentrated equity positionsThis experience has helped me deepen my knowledge of private wealth management while sharpening my technical and client-facing communication skills, giving me a great view of the strategic decision making that drives cutting-edge financial advisory services.

UCLA

Bachelor of Science - BS

Monta Vista High School

Student