EDGECo Holdings, LP
Christopher Balcer is an experienced professional in project management and operations within the financial services sector. Currently serving as a Senior Project Management Office Analyst at EDGECo Holdings, LP since July 2023, and as a Senior Project Manager at American Trust since June 2021, Christopher oversees the management of Relius and retirement operations systems while collaborating with clients. Previously, at Vanguard, Christopher held various roles, including Project Management Lead Administrator specializing in retirement plan conversions, where responsibilities encompassed ensuring accurate conversions and reviewing retirement plan documents. Additionally, Christopher served as Project Leader for Individual Statements, focusing on monitoring processing exceptions and system testing, and began the career as a Tier One Tester, enhancing workflow and testing system improvements.
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EDGECo Holdings, LP
For over four decades, EdgeCo Holdings’ companies have provided best-in-class technology-enabled solutions and support services to financial intermediaries and their clients, including Full-Service Retirement Plan Administration, Brokerage, Advisory, and Trust and Custody solutions. EdgeCo is in rapid growth mode, currently expanding operations through its American Trust, Mid Atlantic Trust Company and NewEdge Capital Group divisions.