Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Ed is a Principal in the New York office, where he is responsible for overseeing front office operations and procedures. Working closely with the office’s leaders, he strives to continue the evolution of internal processes and systems.
Prior to joining Cerity Partners, Ed served as a Vice President of Business Intelligence at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services. Before AJ Wealth, he was a Product Owner at Bernstein Private Wealth Management, leading the development of proprietary technology solutions to enhance business processes. Ed began his career at Bernstein partnering with financial advisors to provide wealth planning and investment advice to high-net-worth individuals, endowments, and foundations as well as managed a client service team.
Partner & Market Leader
Partner & Practice Leader
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.