Our Team
Edgewood is 100% employee-owned. The Investment Committee consists of the six portfolio managers and is supported by five general analysts (four senior research analysts and one junior research 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 through 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 -
Larry 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 -
Scott D. Edwardson
Partner
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Alan W. Breed
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Finance
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Fausto Rotundo, CPA
Partner, CFO, COO
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Fausto Rotundo, CPA
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Compliance/Legal
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Olivia Fleming
Partner, Chief Legal Officer
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Olivia Fleming
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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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Trading
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Raymond Jaeger
Partner, Director of Trading
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Raymond Jaeger
Team Members
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Compliance/Legal
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Julianne Mulhall
Chief Compliance Officer -
Irma Mellet
Legal & Compliance Officer
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Julianne Mulhall
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Finance
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Michael Voellmicke, CPA
Controller -
Lauren Romao
Finance Associate
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Michael Voellmicke, CPA
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Trading
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Angelina Iannuzzi
Trader -
Jim Schneider
Trader
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Angelina Iannuzzi
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Marketing
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John Schaeffer
Marketing Associate
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John Schaeffer
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IT
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James Chatham
IT Director -
Rick Brown
IT Associate
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James Chatham
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Support Team
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Kitty McBride
Executive Assistant -
Marylynn McKeown
Executive Assistant -
Monika Gavares
Executive Assistant -
Kerry McKeown
Receptionist
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Kitty McBride
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Operations
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Vincent Byrne
Portfolio Systems Director -
Julie Stevenson
Operations Associate -
Matt Perilli, CFA
Operations Associate -
Nate Schaufler
CRM Administrator
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Vincent Byrne
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Research
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Scott Robinson
Managing Director, Senior Research Analyst -
Will Broadbent
Managing Director, Senior Research Analyst -
Schuyler Stitzer
Senior Research Analyst -
Janet Lynne Knopf
Senior Research Analyst -
Jennifer Lupica
Senior Research Analyst -
Tyler Grossé
Research Analyst
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Scott Robinson
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Client Service
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Nicole Pardo
Private Client Service Director -
Vito Pignatelli
Institutional Client Service Director -
Emily Ma
Senior Client Service Administrator -
John Nahaczewski
Client Service Administrator -
Jared Tronni
Client Service Administrator -
Gloria Lee
Client Service Administrator -
Lyndsey Baird
Client Service Assistant
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Nicole Pardo