Edward is an Associate at Robertson Stephens. Edward is responsible for supporting the Central Operations Team in developing and executing scalable and efficient business processes for the firm. He works with financial advisors and our custodians to on-board new advising teams.
Prior to joining Robertson Stephens, Edward was a Portfolio Analyst at AssetMark Inc. where he was an ETF trader. Before moving to the West Coast, Edward held various Client Service Analyst and Performance Associate roles in Maryland and Virginia at firms like Morgan Stanley, Wells Fargo, Profit Investment Management, and Cambridge Associates.
Edward holds a Bachelor of Science in Finance from the University of Maryland Eastern Shore where he also played Division 1 baseball for 4 years. He received the University of Maryland Eastern Shore scholar-athletes award in 2004. In his spare time, Edward coaches in the Oakland Babe Ruth Little League and plays in the Bay Area Men’s Senior Baseball League along with outdoor activities such as golfing, hiking, and fine dining.