Client Advisory

Biography

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.

Education

  • B.A. in Economics from Vanderbilt University

Highlights

  • Holds a FINRA Series 63 securities license
  • Holds a FINRA Series 7 securities license

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.