Executive Managing Director and a Member of FLI’s Investment Committee
Edward joined First Long Island Investors in 2003 and currently holds the position of Executive Managing Director and is a member of the Investment Committee. He the Co-Portfolio Manager of the FLI Core strategy and the FLI Dividend Growth strategy where he is involved with portfolio oversight, research, analysis, and due diligence for potential new equity holdings and existing holdings. He is also a member of the sub-committees for our internally managed hedged strategy as well as our outside manager strategies and fixed income portfolios where he is part of the team performing investment analysis, due diligence and research. Edward provides clients with customized asset allocation recommendations based on their needs and goals and continually reassesses that allocation, making recommendations for adjustment as a client’s financial objectives evolve and/or due to changes in the investment market or economic environment. He engages in ongoing personal interaction with many clients on their wealth management considerations including estate and tax planning, wealth transition vehicles, educating the next generation on the responsibilities of wealth and explaining how investments are managed to support short- and long-term goals. He also advises clients on budgets and affordability for lifestyle expenses and/or specific purchases and makes recommendations on the most efficient way to support a client’s charitable gifting goals.
Before joining FLI, Edward held a multifaceted position within the areas of marketing, client service, and investment research at Lazard Asset Management LLC, a subsidiary of Lazard Freres & Co. Edward serves on the Board of Advisors of the Long Island Community Foundation (LICF), a division of The New York Community Trust, one of the country’s oldest and largest community foundations. Edward is a member of the Long Island Association’s Young Professionals Committee. Edward received a B.B.A. from Hofstra University with a double concentration in Marketing and Finance. He also received an Executive M.B.A. from Hofstra University and was selected as a member of the international honor society Beta Gamma Sigma. Edward was honored with Long Island Business News “40 Under 40” award in 2014. Ed is passionate about helping our clients achieve “a wealth of life” and strives to experience some of that himself through the enjoyment of spending time with his family and traveling. In 2016 he completed a personal goal of visiting all seven continents.
To contact Edward, please email him at email@example.com.