Leaders at the Bell with Rob Sechan, CEO at New Edge Wealth, Jul 15, 2026

Rob Sechan, CEO and founder of New Edge Wealth, joins Leaders at the Bell to discuss the current market environment and the technology sector's evolving dynamics. Sechan analyzes the diverging trajectories within tech, noting that while beneficiaries of massive capital spending in AI infrastructure have performed well—particularly semiconductor and memory companies—volatility has increased as investors attempt to anticipate when fundamentals will follow price movements. He emphasizes that hyperscalers face a strategic imperative to continue investing despite elevated valuations, as falling behind in the AI race poses greater risks than aggressive spending. The market faces testing ahead as it enters seasonally weak periods with heightened earnings expectations, now running at 23 percent growth compared to the initial 18 percent, creating a demanding bar for companies to clear.

Addressing broader market conditions, Sechan acknowledges the Goldilocks environment but cautions that current strength cannot persist indefinitely. He advocates maintaining an athletic stance to navigate uncertainty, focusing on quality businesses with strong fundamentals purchased at reasonable entry points. On the financial services sector, he highlights the ongoing trend of advisers moving from major firms to independent platforms offering superior technology integration and access to early-stage investments. New Edge Wealth has capitalized on this shift, growing from four billion to one hundred ten billion in assets since its late 2020 launch through a model combining advanced technology, strategic access to private markets including SpaceX and OpenAI, and personalized wealth management services across multiple Florida locations.