Ed is an investment advisor in our Providence office and a principal of the firm. He is responsible for portfolio construction and implementation of investment policy for individuals, families, and endowments and foundations. Ed seeks to align each client’s investment strategy with their financial planning objectives by taking into consideration time horizon, risk tolerance, income requirements, taxes, and other unique factors. He also coordinates with family members, outside advisors and with other members of the clients’ professional team.
Ed has over ten years of industry experience. Previous positions include senior investment analyst and trader at Foster Dykema Cabot & Partners, LLC and portfolio analyst at Hightower Securities, LLC (2016 – 2022).