About Us
Harnessing a breadth of investment experience and innovative technologies
Adon Vanwoerden, CFA
Adon is the Founder and Chief Executive Officer of Macro Edge Advisory Group. Prior to founding the firm, Adon served as Senior Vice President, Investment Strategist at Neuberger Berman. He was responsible for managing client investment portfolios for a Barron’s top-ranked wealth management team, with over $4 billion in assets under management (Barron’s ranking was given on May 10, 2024 based on data from April 1, 2023 to March 31, 2024; this ranking is not indicative of future performance). Prior to that, he was a Quantitative Analyst for the Office of the Chief Investment Officer at Merrill Lynch. He has earned the Chartered Financial Analyst designation, and graduated from Vassar College with a B.A. in economics and political science and a minor in French.
Adon also serves on the Board of Directors for Bridging Access to Care, a nonprofit organization dedicated to providing coordinated health care and supportive services to help individuals, families and communities. He lives in Manhattan with his wife Laura and their dog Lila.
Leveraging trusted partners to provide clients with leading edge solutions
Adon Vanwoerden is affiliated with Private Advisor Group (PAG), to provide our clients with the best of both worlds: the dedicated service of an independent investment advisor, backed by the strength of a top-tier wealth management platform. PAG supplies the critical infrastructure — technology, operational support, compliance oversight, and regulatory expertise, which helps power our business. This allows us to focus on what matters most: helping our clients achieve their financial goals.
We utilize both Fidelity Investments and Charles Schwab as our custodians to offer clients flexibility while providing a high level of security, technology, and service in managing their assets. By partnering with two of the largest and trusted names in the industry, we can utilize high quality technology, trading execution, and account management. Clients can rest assured their assets are held with firms known for their strength and commitment to investor protection.
Barron’s “Top 100 RIA Firms“ ranking is based on factors such as assets managed, technology spend, staff diversity, and succession planning. Investor experience and returns are not considered in this evaluation. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion in the ranking. Barron’s ranking was given on September 16, 2024 based on data from July 1, 2023 to June 30, 2024. This ranking is not indicative of future performance.