patti-edwards-bio-formal
  • Email Patti Edwards
  • Syracuse, NY Rockbridge Investment Management

Patti Edwards

How I got here:

“As former manager of the investor relations area of a large Northeast farm cooperative, I realized how important it was for individuals to have someone they could feel comfortable with and continually work with to help them make investing for their future as simple and painless as possible.  Working these past many years at RJR Associates and now working with the Rockbridge team, both of which share a common investment philosophy and commitment to clients, allows me to continue to help our clients in this important work.”

Favorite part of the job:

“Plain and simple – people.  I love getting to know our clients and making sure that their investment experience is a good one.  I look forward to talking with them and always feel most fulfilled when I know I have made a difference by keeping it simple for them.”

Education:
  • Onondaga Community College – AAS (Business Administration)
Professional Organizations:
  • Countryside Federal Credit Union – Director
Beneath the surface:

Patti and her husband, Earle, enjoy relaxing and entertaining year round at the lake house in the Adirondack Mountains of New York, which has affectionately come to be known by friends and family as “The Hotel Edwards.”

Contact

Call 315.671.0588 or email pedwards@rockbridgeinvest.com.

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