2 months ago
Market Update | January 2023
A year ago, markets were coming off one of the...
Senior Vice President,
Financial Advisor
CAPTRUST welcomed Ed in 2021, and he currently serves as a senior vice president and financial advisor. Ed works closely with plan sponsors and fiduciaries to properly identify, develop, and implement an action plan to meet client needs. He has extensive experience with all aspects of fiduciary oversight including investment committee charters, investment policy statements, performance evaluation, vendor selection, and fee benchmarking projects.
Ed joined CAPTRUST from Portfolio Evaluations, Inc. (PEI), where he served as a senior financial consultant for the firm. He regularly interacted with investment management firms, bank custodians, and recordkeeping firms in order to educate plan fiduciaries on industry best practices and enhance their investment programs. Previously, he was an equity trader specializing in NASDAQ listed securities. He brings over 15 years of industry experience.
Ed received a Bachelor of Science degree, cum laude, in computer science from Cornell University.
Outside of work, Ed enjoys playing tennis, traveling, and reading.
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