Our Team
Edgewood is 100% employee-owned. The Investment Committee consists of the six portfolio managers and is supported by four general analysts, two senior research analysts and two junior analysts.
Edgewood is fortunate to have cultivated many long-lasting relationships over the past four decades. Edgewood's portfolio managers and administrative team establish genuine rapport through direct, personal interaction with clients and families.
Organization
Partners
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Investment Team
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Alan W. Breed
President & Portfolio Manager -
Lawrence G. Creel
Partner & Portfolio Manager -
Alexander M. Farman-Farmaian
Partner, Vice-Chairman & Portfolio Manager -
Peter H. Jennison
Partner & Portfolio Manager -
Kevin R. Seth
Partner & Portfolio Manager -
Nicholas A. Stephens, CFA
Partner & Portfolio Manager
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Alan W. Breed
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Marketing
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James W. Carrier
Partner, Director of Marketing
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James W. Carrier
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Finance
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Fausto Rotundo, CPA
Partner, CFO, COO
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Fausto Rotundo, CPA
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Research
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Scott D. Edwardson
Partner, Senior Research Analyst
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Scott D. Edwardson
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Compliance
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Olivia Fleming
Partner, Chief Compliance Officer
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Olivia Fleming
Team Members
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Compliance/Legal
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Julianne Mulhall
Senior Legal & Compliance Director -
Wellsley Lowther
Compliance Associate
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Julianne Mulhall
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Trading
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Raymond Jaeger
Managing Director, Director of Trading -
Angelina Iannuzzi
Trader -
Jim Schneider
Trader
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Raymond Jaeger
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Research
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Saad Siddiqui
Managing Director, Senior Research Analyst -
Schuyler Stitzer
Senior Research Analyst -
Janet Lynne Knopf
Research Analyst -
Tyler Grossé
Junior Research Analyst
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Saad Siddiqui
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Service Team
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Lauren Romao
Finance Associate -
Kitty McBride
Marketing Associate -
Marylynn McKeown
Administrative Associate -
Yesenia Lopez
Administrative Associate -
Danielle Tropiano
Administrative Associate -
Janelle Noel
Office Manager
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Lauren Romao
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Client Service
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Nicole Pardo
Private Client Service Director -
Vito Pignatelli
Institutional Client Service Director -
Ellen Weber
Senior Client Service Administrator -
Emily Ma
Senior Client Service Administrator -
John Nahaczewski
Client Service Administrator -
Jared Tronni
Client Service Administrator -
Adrienne Hensen
Junior Administrator
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Nicole Pardo
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IT/Operations
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James Chatham
IT Director -
Vincent Byrne
Portfolio Systems Director -
Julie Stevenson
Operations Associate -
Nate Schaufler
CRM Administrator
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James Chatham