Edward C. Bertelsen’s Bio
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.