Edge Asset Management
Industry: Company
DescriptionHeadquarters: Seattle, WA Founded: 1939 Parent organizations: Principal, PRINCIPAL MANAGEMENT CORP /TA
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Edge Asset Management Employees
Strategic Income Management, LLC November 2012 - Present
Ronald McDonald House Charities of Western Washington and Alaska 2010 - Present
Edge Asset Management November 1999 - December 2009
Skills
Portfolio Management, Strategic Planning, Asset Allocation, Business Strategy, Sales, Financial Analysis, Investments, New Business Development, Strategy, Leadership
Education
Gonzaga University - School of Business Administration
Master of Business Administration (MBA)
Santa Clara University
Bachelor of Science (BS)
Edge Asset Management PresidentMorley Financial ServicesSeptember 1988 - August 2009
Gartmore 2001 - 2007
Education
Montana State University-Bozeman 1982 — 1987
B.S., Finance
Pugh Capital Management Inc December 2014 - Present
Edge Asset Management February 2012 - October 2014
YTP October 2011 - April 2013
Russell Investments March 2009 - August 2011
BNY Mellon June 2008 - March 2009
GoMobile Advertising May 2007 - August 2007
Education
University of Puget Sound 2005 — 2009
Bachelors
Queen Mary, University of London 2007 — 2008
Silvant Capital Management August 2015 - Present
Frost Investment Advisors 2008 - 2014
Edge Asset Management 2001 - 2008
Trusco Capital Management (SunTrust Bank) 1997 - 2001
Confederation Life Insurance 1991 - 1995
Education
Georgia Institute of Technology 1985 — 1990
BS, Management
Indiana University - Kelley School of Business 1995 — 1997
MBA, Finance
Edge Asset Management May 2003 - Present
Principal Global Investors 2003 - 2010
Washington Mutual Bank 2002 - 2006
Washington Mutual 2002 - 2006
Skills
Asset Managment
Education
North Seattle Community College 1993 — 1994
Edge Asset Management 2001 - Present
Education
New York University 1982 — 1986
Master of Business Administration (M.B.A.), Finance, General
Edge Asset Management October 1999 - Present
William O'Neil + Co. Inc. 1996 - 1999
Education
St. Mary's College of California
BS, Economics and Political Science
U.C. Santa Barbara
MA, Economics
University of Washington
Edge Asset Management November 2010 - Present
FSI Group, LLC May 2002 - December 2009
Dresdner Kleinwort May 2000 - April 2002
Fitch Ratings July 1996 - April 2002
United States Department of the Treasury January 1993 - January 1996
Mid-City National Bank January 1990 - January 1993
Citizens' National Bank January 1989 - January 1990
Skills
Equities, Investment Banking, Finance, Fixed Income, Portfolio Management, Asset Management, Banking, Credit Analysis, Due Diligence, Equity Research, Financial Risk, Hedge Funds, Private Equity, Securities, Investments
Education
Benedictine University
Masters, Business Administration
Drake University
Bachelor of Science, Business Administration in Finance; Bank Management
Edge Asset Management January 2010 - Present
Edge Asset Management (WM Advisors) 1990 - December 2009
Education
Princeton University
MA, Economics
Reed College
BA, Economics
Edge Asset Management March 2015 - Present
Edge Asset Management, Inc. August 2010 - Present
Putnam Investments June 2006 - August 2010
Loomis, Sayles & Company October 2004 - June 2006
Putnam Investments 2002 - 2004
Skills
Series 7, Series 63, Mutual Funds, Equities, Asset Managment, Alternative Investments, Fixed Income, Investments, Asset Allocation, Portfolio Management, Investment Strategies
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Leadership and Change
Tulane University - A.B. Freeman School of Business 1998 — 2002
BSM, Finance and Economics