Edward draws on over a decade of financial services experience to create bespoke strategies, helping clients achieve financial objectives based on their unique circumstances and risk tolerance.
Most recently serving seven years as specialist Investment Adviser at Macquarie Private Wealth, Edward has also spent time in Private Banking at Westpac and Financial Planning with a boutique firm. This broad background, combined with Pitcher Partners’ unique blend of scale and independence, enables Edward to source the most appropriate solutions across the entire market to deliver superior outcomes for clients.
Edward’s investment philosophy involves creating a strategic asset allocation to match a client’s objectives and risk profile, from which to construct an investment portfolio combining core, long-term holdings complimented by satellite positions to take advantage of specific company and industry opportunities.
Edward has a particular passion and expertise in global investment markets and the ongoing impacts of technological, political and societal disruption.
He joined Pitcher Partners in 2019 and became a Partner in 2023.
Qualifications and memberships
- Bachelor of Business (QUT)
- Diploma of Financial Services
- ASX Accredited Derivatives Adviser (ADA Levels 1 and 2)
- Director of Pitcher Partners Wealth Management (RG146 Qualified)
- 2012 Financial Services Council/Deloitte Future Leaders Award: Global Markets category winner