Portfolio Manager

Edward is a portfolio manager at Roundtable and responsible for the management of the Roundtable Funds as well as the firm’s separately managed accounts. His research includes site visits, meeting with company management and the construction of financial models. Edward joined Roundtable in 2009 and has become an instrumental member of the team. He was awarded a Master of Laws from BPP College, London, UK in 2009 and completed his BSc Business Management at King’s College London, UK in 2007. Edward received the Chartered Financial Analyst designation in 2014.

Chartered Financial Analyst (CFA) Charterholder – CFA Institute, 2014
Master of Laws (LLM) – BPP College (U.K.), 2009
Graduate Diploma Law – BPP College (U.K.), 2007
Bachelor of Science, Business Management (BSc) – King’s College London, University of London (UK), 2006
Anti Money Laundering & Terrorist Financing for Securities Professionals;Derivatives Fundamentals Course; Options Strategies Course; Canadian Securities Course – CSI Global Education Inc.