VP Business Development®
Ed brings more than 20 years of experience in business development, relationship management, and raising capital. He is a strong ambassador, door opener, and corporate matchmaker, linking people with opportunities. He has worked for major financial institutions including U.S. Trust and Credit Suisse. While in the U.S.
Trust, he worked with corporate executives and family offices and transformed his team into the number one performing team in the Western Region when he single-handedly sourced $200 million in new assets. He has a long history of working with ultra-affluent families in the technology, real estate, retail, and food and beverage industries.
While Ed specializes in working with ultra-high net worth clients with a net worth greater than $100 million, there is a special place in his heart working with empty-nesters and retirees. Born in Maryland but a resident of Newport Beach for nearly thirty years, when he's not attending to his clients, Ed can be found honing his golf game, reading on a beach, or spending time with his wife and four children.