Our Team
Edgewood is 100% employee-owned by its nine partners, including six portfolio managers and three in operations and marketing. The Investment Committee consists of the six portfolio managers and is supported by three general analysts, including two managing directors and one junior analyst.
Edgewood is fortunate to have cultivated many long-lasting relationships over the past four decades. Edgewood's portfolio managers and administrative team establish genuine rapport though direct, personal interaction with clients and families.
Organization
Partners
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Investment Team
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Alan W. Breed
President & Portfolio Manager -
Lawrence G. Creel
Partner & Portfolio Manager -
Alexander M. Farman-Farmaian
Partner, Vice-Chairman & Portfolio Manager -
Peter H. Jennison
Partner & Portfolio Manager -
Kevin R. Seth
Partner & Portfolio Manager -
Nicholas A. Stephens, CFA
Partner & Portfolio Manager
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Alan W. Breed
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Compliance/Finance
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Fausto Rotundo, CPA
Partner, CFO, COO
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Fausto Rotundo, CPA
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Marketing
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James W. Carrier
Partner, Director of Marketing
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James W. Carrier
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Portfolio Administration
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Donna M. Colon
Partner, CAO
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Donna M. Colon
Managing Directors
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Research
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Scott D. Edwardson
Managing Director -
James A. Robillard
Managing Director
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Scott D. Edwardson
Team Members
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Compliance/Finance
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Olivia Fleming
Chief Compliance Officer -
Julianne Mulhall
Compliance Analyst -
Douglas Salamone
Accountant
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Olivia Fleming
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Trading
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Raymond Jaeger
Director of Trading -
Angelina Iannuzzi
Trader -
Julie Stevenson
Trader
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Raymond Jaeger
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Research
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Alia Aziz
Research Analyst
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Alia Aziz
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Marketing
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Gui Costin
Director -
Dan DiDomenico
Director -
Tracy Rogers
Client Service
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Gui Costin
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Portfolio Administration
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Nicole Pardo
Senior Portfolio Administrator -
Suzanne Perdue
Senior Portfolio Administrator -
Kathleen Treutle
Senior Portfolio Administrator -
Ellen Weber
Senior Portfolio Administrator -
Emily Ma
Portfolio Administrator -
Adrienne Hensen
Junior Administrator
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Nicole Pardo
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Client Administration/Operations
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James Chatham
Director of Information Technology -
Vincent Byrne
Portfolio Systems Administrator -
Lorelei Lopez
Executive Assistant -
Lauren Romao
Executive Assistant -
Michelle Valino
Executive Assistant -
Michelle Wahlers
Executive Assistant -
Maria Sicilia
Office Clerk -
Kitty McBride
Receptionist
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James Chatham