“As a Best Ideas Family Office Platform, we operate with the highest level of integrity, accountability, and trust. This enables us to deliver solutions that are grounded in these principles.”
Edward joined Spouting Rock as a Managing Partner in April 2016. Prior to joining Spouting Rock, Edward was the Co-Founder of Banyan Point, formed as an OCIO and Multi-Family Office.
Previously, Edward was a partner on an investment management team at Barclays Wealth and Investment Management. In this role, Edward and his team managed over $1.5bln in client assets. These assets were invested across all asset classes, both public and private. He came to Barclays as part of their acquisition of Lehman Brothers in September of 2008. Edward began his career in the financial services industry with KeyBank.
Edward received his BA from the University of North Carolina at Chapel Hill. Edward holds FINRA Series 7, 63, 65 licenses.