Ed has been in the investment industry since 2005 and joined Stifel in 2020, previously working for Citigroup, Morgan Stanley Smith Barney, and Wells Fargo Advisors. He earned a Bachelor of Arts from the University of Puget Sound and was trained by Dorsey Wright & Associates in technical analysis. He holds Series 7, 31, 63, and 65 securities licenses.
Outside the office, Ed is passionate about experiencing the Pacific Northwest waters cruising and racing his Tartan sailboat. He is a lifelong learner who enjoys reading about history and the markets, golfing, and traveling with his family. Ed has been married to his wife, Annette, for 30 years and they have one adult daughter. Ed and Annette are members of the Meydenbauer Bay Yacht Club in Bellevue and live in Kirkland, Washington. Ed is active at Holy Family Parish in Kirkland and served as a member of the University of Puget Sound executive alumni council and Emerald City Rotary Club for 17 years.
A full-service team to help you build, manage, protect, and transition your wealth

Certificates
Licenses
Awards
Education
AR State License
CA Insurance License