David Edwards Email & Phone Number
Managing Director and Wealth Advisor @ Wealthspire Advisors
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David Edwards Location
- New York, NY, US
David Edwards Work
- 2023 - now Managing Director and Wealth Advisor @
- 1993 - 2023 President and Wealth Advisor @
- 1992 - 1992 Associate @
- 1988 - 1991 Management Consultant @ JP Morgan Securities & Nomura Securities
- 1983 - 1987 Associate @
David Edwards Education
- University of Virginia - Darden Graduate School of Business Administration
MBA (General Management)
1991 - 1993 - Hamilton College
BA (History/Mathematics)
1979 - 1983 - Trinity School, NYC
High school diploma
1966 - 1979
David Edwards Skills
- Wealth Management
- Portfolio Management
- Investments
- Asset Allocation
- Executive Compensation
- 401K Plan Advising
- LIfe Insurance & Annuities
- College Tuition Planning
- Divorce Planning
- Retirement Planning
- Estate Planning
- 401k
- Executive Pay
- Fixed Annuities
- Capital Markets
- Investment Management
- Mutual Funds
- Finance
- Strategy
- Valuation
- Hedge Funds
- Private Equity
- Venture Capital
- Financial Advisory
- Retirement
- Bonds
- Financial Services
- Options
- Leadership
- Life Insurance And Annuities
- Startups
- Business Strategy
- Accomplishing Life's Purpose
- Ira/Roth/Beneficiary Distribution Ira
- Tax Planning
- Insurance
- College Planning
- Financial Planning
- Debt Reduction
- Hsa
- Freedom From Worry
- Investment Advice
- More Discretionary Time
- Cash Flow Management
- Taking Care of Loved Ones
- Income Generation
- Charitable Giving
- Investment Selection
- Ltci
- Leaving a Legacy
- Healthcare Planning
- Organized and in Control
- Donor Advised Funds
- Security Selection
- Tax and Estate Planning
- 529 Plans
David Edwards Summary
- David Edwards, based in New York, NY, US, is currently a Managing Director and Wealth Advisor at Wealthspire Advisors. David Edwards brings experience from previous roles at Heron Wealth, JPMorgan Chase & Co., JP Morgan Securities & Nomura Securities and Morgan Stanley. David Edwards holds a 1991 - 1993 MBA in General Management @ University of Virginia - Darden Graduate School of Business Administration. With a robust skill set that includes Wealth Management, Portfolio Management, Investments, Asset Allocation, Executive Compensation and more. David Edwards has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Wealthspire Advisors Employees
David Edwards
Managing Director and Wealth Advisor
New York, NY, US
Michael Goss
Chief Revenue Officer (CRO)
Sunapee, NH, US
Eric Sontag
President and Chief Operating Officer
New York, NY, US
Michael del Priore
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Naperville, IL, US
Brent Perkel
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Gregory Reynholds
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New York, NY, US
Eric Dostal
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New York, NY, US
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