“I have worked in the investment field for over 35 years with a number of companies as well as my own independent financial advisory firm. I have found , based on my experience that the traditional financial services industry is failing to serve investors properly. I believe that the client comes first, and a fee based financial planning approach combined with appropriate financial strategies gives the investor the greatest opportunity for long term economic success.”
“I really enjoy helping people make smart financial decisions for their particular circumstance. I want clients to have a clearer understanding of how markets work so that they will invest with confidence and be equipped to stay the course during volatile cycles.
I have found this to be a winning strategy and it gives me great satisfaction to see clients get the investment message and reach their desired goals.”
BS- Syracuse University ‘69
MBA – Syracuse University ‘72
Ph.D .- Syracuse University ‘78
Thayer House Community Association- Treasurer Skaneateles, NY
Bahia 5 Condo Association- President Florida
BHOA- Board Member Florida
Ed enjoys warm weather and tries to avoid cold weather as much as possible. He lives with his wife Carol in Fl for a good part of the year and in Skaneateles during the summer months. They have one son who lives in NYC and works in digital advertising field.
Ed enjoys tennis, golf, walking, and traveling.