Larry Dow Edwards

Larry Dow Edwards

Geen lopende functies

Consumer Services
Finance

Profiel

Mr. Larry D.
Edwards, CFA MBA, is a Vice President & Portfolio Manager at Montecito Bank & Trust.
He joined the Wealth Management team of Montecito Bank & Trust in 2007.
Based in the Solvang Branch, he serves clients as Portfolio Manager and Relationship Manager.
He has over forty years’ experience in the investment management field.
Mr. Edwards was a President for fifteen years at Leland O’Brien Rubinstein Associates a firm that specialized in risk-management strategies for pension and other institutional funds.
His background also includes a substantial role in creating the first Exchange-Traded Fund as President of LOR subsidiary, SuperShare Services Corporation.
He also has extensive experience with portfolio management, including implementation of “delta hedging”, an options-based protective strategy during declining equity markets.
He received his AB Business Administration degree from Occidental College and an MBA Finance from Stanford University.
He holds the professional designation of Chartered Financial Analyst.

Eerdere bekende functies van Larry Dow Edwards

BedrijvenFunctieEinde
Portefeuillebeheerder-Aandelen 01-04-2020
Ervaring van Larry Dow Edwards in detail bekijken

Opleiding van Larry Dow Edwards

Stanford University Masters Business Admin
Occidental College Undergraduate Degree

Ervaring
Beklede functies

Actief

Inactief

Beursgenoteerde bedrijven

Bedrijven in privébezit

Ervaring van Larry Dow Edwards in detail bekijken

Connecties

12

Eerstegraads connecties

3

Bedrijven verbonden in de eerste graad

Man

Vrouw

Besturend

Uitvoerend

Persoonlijk netwerk weergeven

Verwante bedrijven

Bedrijven in privébezit1

Finance

Zie bedrijfsconnecties
  1. Beurs
  2. Insiders
  3. Larry Dow Edwards