Fixed Income Research
Ed is a Senior Research Analyst & Portfolio Manager at The Colony Group . He has over 25 years of investment industry experience in areas including investment strategy, portfolio management, research and trading.
Ed served as a Senior Investment Strategist & Portfolio Manager at Aurora Financial Advisors prior to merging with The Colony Group in early 2019. Previously, he was the Portfolio Manager at The Legacy Foundation, a comprehensive wealth management firm in Charlottesville, VA. His experience also includes serving as a Portfolio Manager & Macro Strategist at Haber Trilix Advisors and as a Portfolio Manager at Batterymarch Financial Management. Ed also worked at 1838 Investment Advisors and Guardian Life Insurance, where he was Director of Quantitative Research & Portfolio Manager.
Ed graduated from Dickinson College in Carlisle, PA with a Bachelor of Arts degree in Economics, earned his Master of Business Administration degree in Finance from New York University’s Stern School of Business, and holds both the Chartered Financial Analyst® and Chartered Market Technician® designations.