Talk to sales Try for Free
Edward Troy, CFA

Edward Troy, CFA

Supervisor

Followers of Edward Troy, CFA801 followers
location of Edward Troy, CFALos Angeles County, California, United States

Connect with Edward Troy, CFA to Send Message

Connect

Connect with Edward Troy, CFA to Send Message

Connect

  • Timeline

  • About me

    Vice President at Offit Capital Advisors

  • Education

    • UC San Diego

      -
      Bachelor's degree Economics

  • Experience

    • Wells Fargo

      Aug 2007 - Aug 2009
      Supervisor

    • Ruibal Wealth Management

      Feb 2010 - Jun 2010
      Portfolio Management Intern

    • Merrill Lynch

      Aug 2010 - Jun 2011
      Wealth Management Intern

    • Zecco Trading

      Jan 2012 - Sept 2012
      FSR

    • Signature Estate & Investment Advisors, LLC

      Oct 2012 - Jan 2014
      Portfolio Analyst

    • Kayne Anderson Rudnick

      Jan 2014 - Oct 2017
      Portfolio Management Associate

    • Offit Capital

      Oct 2017 - now

      • Vice President

        Dec 2021 - now

      • Associate

        Oct 2017 - Dec 2021

  • Licenses & Certifications

    • Series 63 - Uniform Securities Agent State Law

      FINRA

    • Series 65 - Uniform Registered Investment Advisor Examination

      FINRA

    • Series 7 - General Securities Representative

      FINRA

    • Chartered Financial Analyst® (CFA) Charterholder

      CFA Institute