Edward’s passion for the markets began at age 13, when a gift of Pfizer stock and a self-picked investment in Marvel Comics sparked a lifelong fascination with investing.
Joined Lido: 2026
Homebase: Denver, CO
Professional Focus: Works with clients to simplify investment decisions and help them stay aligned with long-term goals. He brings a natural enthusiasm for markets to his work, combining curiosity with a steady, thoughtful approach to portfolio strategy. For Edward, the focus is not just on performance, but on helping clients feel confident knowing their investments are being actively managed and monitored.
Education: B.A., Political Science, Louisiana State University
Previous Work Highlights: Served as a Senior Financial Advisor within the Private Client Group at Empower Personal Wealth. Earlier in his career, he held multiple advisory roles at Personal Capital, progressing from Financial Advisor to Senior Financial Advisor within the Client Success team.
Personal Facts: Live music is a huge part of his life, regularly seeking out concerts and new artists. He is also an avid collector of baseball cards, particularly focused on young prospects, which allows him to follow players’ careers over time and connect his interest in investing with his love of sports.
