Financial Services Marketing Podcast

In 2005, Ed founded Edge Portfolio Management with the goal of providing all of his clients a more comprehensive financial planning and investment management experience than what they had received previously. With this strategy, Ed has been able to spend a lot more time with a more limited amount of clients in order to fully assist them in achieving their financial goals. Prior to founding Edge, Ed helped launch the Private Access Group for Fidelity Investments, where he was a Senior Account Executive & Vice President. In this position, he provided financial planning, investment management, and retirement planning solutions for all of his clients. With more than 21 years of experience as a CERTIFIED FINANCIAL PLANNER™ and investment advisor, Ed oversees all aspects of the financial planning and investment process for his clients at Edge Portfolio Management. Ed graduated from Loyola University in Chicago with a Bachelor of Business Administration. He lives in Wheaton, IL with his wife and their three chil