Edward Troy

Edward Troy, CFA has a diverse background in the financial industry. Edward currently works at Offit Capital Advisors, where they hold the role of Vice President since December 2021 and previously served as an Associate from October 2017. Prior to their current position, Edward worked at Kayne Anderson Rudnick as a Portfolio Management Associate from January 2014 to October 2017. Before that, they were a Portfolio Analyst at Signature Estate & Investment Advisors, LLC from October 2012 to January 2014. Edward also gained experience at Zecco Trading as an FSR from January 2012 to September 2012. Edward started their career with internships at Merrill Lynch as a Wealth Management Intern from August 2010 to June 2011 and at Ruibal Wealth Management as a Portfolio Management Intern from February 2010 to June 2010. Edward's earliest work experience was at Wells Fargo Bank as a Supervisor from August 2007 to August 2009.

Edward Troy, CFA holds a Bachelor's degree in Economics from UC San Diego. Edward is also a Chartered Financial Analyst® (CFA) Charterholder, certified by the CFA Institute. Additionally, they have obtained certifications in Series 63 - Uniform Securities Agent State Law, Series 65 - Uniform Registered Investment Advisor Examination, and Series 7 - General Securities Representative from FINRA.