Ed has been an investment advisor for more than two decades. He began his career working with entrepreneurs in manufacturing and technology before earning his MBA in finance. He enjoys working with entrepreneurs, executives, and families, helping them navigate the future.
Ed thrives on engaging in conversations with people. His genuine interest and thoughtful advice have helped him become a trusted confidant to clients. Ed cares about individuals and their families, whether they be clients or employees. He sets the culture of our firm by constantly engaging employees and bringing people together.
Ed has been a Partner of the firm since joining in 2012 as Managing Director. He was named President in 2017. He has put his stamp on the company and industry by encouraging people with backgrounds across many disciplines to pursue careers in finance. Ed is a staunch advocate for unique and different perspectives.