2 months ago
Fiduciary Update | February 2023
In this edition of our quarterly Fiduciary Update, CAPTRUST Financial...
Financial Advisor,
Advice & Wellness
Edward joined our team in 2013, bringing CAPTRUST more than 30 years of experience in the financial services industry. As an advice and wellness wealth advisor within the firms Institutional Services Group, Edward works with retirement plan participants and provides wealth management advice for plan sponsors.
Prior to joining CAPTRUST, Edward was a regional accounts director for John Hancock, where he offered a variety of customizable investment products and services for individuals, families, and businesses.
When he’s not helping clients, Edward spends time with his wife and children—enjoying year-round outdoor activities, traveling, reading, and studying film. He earned a Bachelor of Arts degree in art history from John Carroll University.
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