In his capacity as an advisor, Ed quantifies, prioritizes, and creates plans and investment strategies to help clients successfully achieve their financial goals – as well as structuring solutions to create wealth for future generations. An ERISA 3(38) fiduciary, Ed also serves as our Director of Retirement Plans; ensuring a disciplined, well-documented approach to mandated periodic reviews, and formalized plan sponsor fiduciary duties to minimize liabilities associated with overseeing a qualified retirement program.
Prior to joining BLBB Advisors, Ed was President and CEO of the Gwynedd Company for 24 years – growing the firm to more than $100 million in assets under management. He also brings years of corporate compensation and benefits experience acquired in large companies in the Philadelphia area.
Outside of the office, Ed enjoys spending time with his wife, Pam, and his family, spoiling his twelve grandchildren, and playing golf.
Education
Temple University, BBA, Accounting
Community Leadership
Christian Legal Clinics of Philadelphia, Board Member
Delta Community Supports, Board Member
Every Good Gift, Board Member
Young Life Liberty Region, Board Member