Ed has 27 years of investment industry experience and is responsible for providing guidance on the WW investment process as a member of the Investment Committee. As a member, Ed conducts research on macroeconomic trends, the market environment, and contributes to the manager selection process, seeking to ensure that the WW investment committee makes researched and consistent portfolio decisions. Ed also has experience as an advisor to institutions, employer sponsored retirement plans, and affluent families.

 

Prior to WW, Ed was a senior investment analyst at LPL Financial. As a member of the research team he was responsible for conducting individual equity research and due diligence on separate account and mutual fund managers across various asset classes. His research materials were published and utilized by advisors across the United States. Ed began his career at Fidelity and Reuters as a research analyst.

 

As a CFA® Charterholder, Ed is a holder of the right to use the Chartered Financial Analyst® designation and is a member of the Boston Security Analysts Society and the CFA institute. Ed serves as an advisory representative of Winthrop Wealth, engaging with many of our clients to provide advice and service.

 

Outside of work, Ed and his wife have four children who are very active in sports and performing arts. Whether it be in a coaching capacity or as a spectator, Ed values and enjoys the time he is able to spend encouraging them and teaching them to be valuable players and teammates. As a family, they enjoy being outdoors and participating in water, snow, and other sports.

 

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