Larry Edwards

Larry Edwards has extensive work experience in the financial industry. Larry served as Vice President/Portfolio Manager at Montecito Bank & Trust from 2007 onwards. Prior to that, they held the role of President at Leland O'Brien Rubinstein Associates from 1984 to 1999. During their tenure at LOR, they pioneered Dynamic Asset Allocation, managed the SuperTrust, and played a key role in the creation and management of the first successful Exchange-Traded Funds (ETFs).

Larry Edwards completed their education with a graduation certificate from Fillmore High School in 1958. Larry then pursued a Bachelor of Arts degree in Business Administration from Occidental College, which they completed in 1962. In the same year, they also attended Naval Officer's Candidate School in Newport RI and received a Commissioned Ensign degree. Larry furthered their education by attending the Stanford University Graduate School of Business from 1966 to 1968, where they obtained a Master of Business Administration (MBA) degree with a specialization in finance.