Ed has 27 years of investment experience and is responsible for overseeing the WW investment process as defined by the WW investment committee. Ed conducts research on macroeconomic trends, the market environment, and runs the manager selection process to ensure that the WW investment committee makes optimal portfolio decisions. Ed also has deep experience with 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 thousands of advisors across the United States. Ed began his career at Fidelity and Reuters as a research analyst.

Ed obtained the Chartered Financial Analyst designation from the CFA institute and is a member of the Boston Security Analysts Society and the CFA institute.

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.

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Other advisory services offered through Winthrop Wealth, a Registered Investment Advisor and separate entity from LPL Financial.