Ed got his first experience in financial planning when he was elected treasurer of the student government association at Colby College. He was responsible for an annual budget of $300,000 and had to make decisions that affected over 60 different groups – a responsibility he took very seriously and thoroughly enjoyed.
After college, Ed worked at custodian banks where he supervised accounting and operations for mutual funds and hedge funds. He learned a lot and earned quick promotions in the five years he was there. His hunt for a more client facing role brought him to Heritage in 2007.
For the first few years, Ed worked closely with Chuck, honing his client service skills and earning his ChFC® and CFP® certifications. In 2015, Ed was promoted to director of financial planning to create and shape best practices in financial planning for the firm. In this role, he mentors the wealth advisors and consults on unusual or highly complicated client cases.
Ed lives in Westwood, Massachusetts, with his wife, his 5 year old miniature pinscher, and an impressive collection of stamps, antiques, and old stock and bond certificates.