Augustana College, BA
Ed provides financial advice and manages investment accounts for his clients. He enjoys working with many types of clients including individuals, trusts, private foundations, pension and profit sharing plans, not-for-profit organizations and businesses. Ed works seamlessly with clients’ tax advisers and estate planning attorneys to provide comprehensive planning and advice. Prior to joining Kovitz in 2005, Ed was an advisor at Wayne Hummer Asset Management as well as Harris Trust & Savings Bank. He is also a published author and speaker on various investment matters. Ed is a member of the Financial Planners Association of Illinois. Ed graduated from Augustana College with a Bachelor of Arts degree in Business Administration and Finance in 1986. He received his MBA in Finance from DePaul University in Chicago in 1997. He is a CERTIFIED FINANCIAL PLANNER™ professional.