About Edward
Ed reviews financial objectives and retirement projections and delivers financial planning guidance to support clients’ future goals by understanding their unique financial landscapes.
Ed grew up in Troy, NY, and spent 13 years in New York City. He currently resides in downtown Saratoga Springs with his wife, Sara, and their three kids. In his free time, he enjoys spending time with his family and working on his late 1800s historic home.
Education and Professional Milestones
-Manhattan College - bachelor’s degree in finance
-Fordham University - master’s degree in business administration with a concentration in finance and accounting
-Has held roles at Goldman Sachs; Ayco, a Goldman Sachs company; Morgan Stanley; and Albany Financial Group
Ed reviews financial objectives and retirement projections and delivers financial planning guidance to support clients’ future goals by understanding their unique financial landscapes.
Ed grew up in Troy, NY, and spent 13 years in New York City. He currently resides in downtown Saratoga Springs with his wife, Sara, and their three kids. In his free time, he enjoys spending time with his family and working on his late 1800s historic home.
Education and Professional Milestones
-Manhattan College - bachelor’s degree in finance
-Fordham University - master’s degree in business administration with a concentration in finance and accounting
-Has held roles at Goldman Sachs; Ayco, a Goldman Sachs company; Morgan Stanley; and Albany Financial Group