Ed is the co-founder of Dynasty Financial Partners and is responsible for strategic oversight of all financial, operational, custodial, legal, and vendor relationships. Prior to joining Dynasty, he was a Portfolio Manager for the Legg Mason Partners Large Cap Growth Fund and oversaw trading, rebalancing and distribution network communications for Smith Barney’s Multiple Discipline Accounts division. Ed is a graduate of both the London School of Economics and New York University’s Stern School of Business. He serves on the boards of Citizens Union and the Urban Assembly New York Harbor School, where he also serves as Treasurer.
Organization Name | Title At Company | Start Date | End Date | |
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Dynasty Financial Partners | Partner, Chief Operating Officer | — | — | Detail |