Our distinct and broad experience, combined with deep partnerships, gives us the perspective and access to see—and discern— what others might miss.

Investing with uncommon sense, to build a future that lasts.

ABOUT US

Founded in 2007, New Legacy is a multifaceted investment firm spanning direct investments, public equities, wealth advisory, and fund allocation.

Our Values

Team

Joe Weilgus

Founder & CEO of New Legacy Group

25+ years in finance with focus on transportation, space, autonomy, and AI. Formerly led Geller Holdings and held senior roles at AmEx and PwC. Founder & Chairman Emeritus of Project Sunshine. CPA, Yeshiva alum, and YPO member.

Dr. Alex Wong

Partner at New Legacy Opportunity Fund

20+ years in tech investing. Founder of Topiary Capital, former MD at D.E. Shaw, and partner at Apax and Intel Capital. Holds a PhD in Electrical Engineering from UC Berkeley.

David Harris

Chief Investment Officer, New Legacy Asset Management

Former Chairman, President, and CIO at Rockefeller Asset Management. MBA from Cornell, BA from Michigan. Serves on insurance boards and chairs SBH Health System.

Chris Crosby, CFA

Senior Equity Analyst

Joined New Legacy in 2024 after 25+ years at Rockefeller. Expert in industrials and consumer sectors. Johns Hopkins engineering grad, CFA charterholder, and vintage car hobbyist.

Bailey Ezell, CPA

Head of Operations

Formerly at PwC, Deloitte, and Brookfield. Leads finance, tax, legal, and strategy. Master’s in Accountancy from Vanderbilt; BS from Furman. Active with Americares and NY Junior League.

Wallis Sinatra

Head of Investor Relations and Philanthropy

12+ years in strategic partnerships. Formerly at NYPL and Project Sunshine. BA in Art History and Russian, Sewanee.

Adam Geiger, CFA

President & CIO, New Legacy Group

Co-founded firm with Joe Weilgus. Former CIO of Ivy Asset Management and senior trader at 21st Securities. CFA, SUNY Albany grad. Board member at Middlebridge School and Touro College.

AJ Petrole, CPA

Operations Associate

Former PwC Senior Associate. B.S. in Accounting from Penn State. CPA in PA.

Maria McIndoo

Investments

Joined in 2022 from CBS/NBC/FOX in TV development. MA in English & Film from St. Andrews.

Ella Schwartz

Executive Assistant to CEO

Former Director at Leila Heller Gallery. BA from Tulane in History with minors in Business and Psychology.

Maggie Ober

Investor Relations Associate

Previously at AlphaSights supporting VC and growth equity clients. BA in PoliSci & English from Holy Cross.

Wei-Ru Li, CPA

Senior Controller

Former roles at EY, Viking, Point72, and Millennium. MBA from Yale, CPA in NY.

Dr. Justin Xiang

Chief Scientific Officer, New Legacy.

Former scientist at Schrödinger and Genentech. PhD in Molecular Biophysics. Advisor to Zhong An, board member at Cynvenio and Orig3n.

Jake Rhyner 

Analyst, Healthcare

Focuses on research, due diligence, and ops. Background in startups across healthcare and SaaS. Finance major, Spanish minor, University of Washington.