Ed brings more than 25 years of industry experience to his role leading the firm. Throughout his career, Ed developed successful strategies in retail, institutional and capital markets businesses. He co-founded and was a Principal at Aviance Capital Management, an institutional RIA that achieved asset growth of more than $4.6 billion in a 7-year period. Ed was responsible for all business management, including operations, financial, risk management and client development. Ed combined a strong investment team and advisor focused leadership to deliver a broad array of investment strategies to meet client needs. He also was instrumental in launching a closed-end fund advised by First Trust listed on the NYSE., and co-developed ETFs, also traded on the NYSE.

After a successful sale of Aviance assets to a major RIA in 2019, Ed founded Q Consulting Group, LLC with Ron Piccinini. Chris Bertelsen and Teresa Koncick.

Ed was a Senior Portfolio Manager with Salomon Smith Barney and Legg Mason specializing in advising high net worth clients.

Management Team