Edward provides directional leadership to one of the firm’s Bloomfield Hills, Mich. offices. In addition, he provides services to institutional clients that include investment portfolio management for community banks, credit unions, insurance companies and other institutions, asset-liability management consulting, mortgage servicing rights valuations and independent, third-party asset-liability management model reviews/validations.
Prior to joining Mariner Wealth Advisors, Edward was the vice president, senior portfolio manager at Heber Fuger Wendin Inc. Prior to that, he was a senior portfolio manager at Madison Investment Advisors.
Edward has a bachelor’s degree in economics from Indiana University and an MBA from DePaul University.
Sign up to view 0 direct reports
Get started