Edward Valente

Edward Valente, CAIA has a diverse work experience spanning multiple industries. Edward started their career as a Finance Intern at World Wrestling Entertainment in 2013. In 2014, they transitioned to become a Financial Advisor at McAdam Financial until 2016. Following that, they joined Lenox Advisors as an Asset Management Specialist from 2016 to 2017. Edward then moved to Cohen & Steers, where they held various roles including Senior Associate in Wealth Management Associate, Director of Wealth Management Associate, and currently, Vice President and Manager of Internal Sales since 2022.

Edward Valente, CAIA, holds a Bachelor of Business degree in Finance from Fairfield University, with a minor in Computer Science. In addition, they have obtained the Alternative Investment Analyst Charter (CAIA Charter) from the CAIA Association. Edward also holds certifications in Life Accident and Health Insurance from the National Insurance Producer Registry, as well as Series 7 and Series 66 Licenses from the Financial Industry Regulatory Authority (FINRA).