active 3 months, 3 weeks ago
Manager Director/Institutional Sales
Company BioStonecrest Partners is a boutique independent financial services company. We work with high net worth individuals, institutional investors and industry leaders. Our model extends beyond traditional wealth management strategies to include replacement property opportunities in the 1031 arena that are unavailable to most competitors.
Personal BioEd has over thirty years of investment experience. His responsibilities include individual portfolio construction, 1031 exchanges, 401k due diligence and the oversight and implementation of Stonecrest's third party institutional money manager program. He holds his Series 7 and 66 licenses as well as the designation of Chartered Financial Analyst. Ed is based out of our Ridgewood, NJ office and resides in Hillsdale, NJ with his wife and daughter.