Wealth Management Advisor
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Ed is a Vice President Wealth Management Advisor at Atlas Private Wealth Management. In his role at Atlas, he reviews financial objectives, retirement projections, and delivers financial planning guidance to support clients’ future goals, by understanding their unique financial landscapes.
Prior to joining Atlas, Ed spent 6 years at Goldman Sachs and Ayco, a Goldman Sachs company, in New York City and the Capital District. During his tenure he worked in trading, portfolio management, and comprehensive financial planning for corporate executives. Ed also has previous experience in wealth management at Morgan Stanley and Albany Financial Group.
Ed holds a master’s degree in business administration with a concentration in finance and accounting from Fordham University and a bachelor’s degree in finance from Manhattan College.
Ed grew up in Troy, NY and spent thirteen years in New York City. He currently resides in downtown Saratoga Springs with his wife Sara and their three kids. In his free time, he enjoys spending time with his family and working on his late 1800’s historic home.