When does a family need fiduciary services?
Naming a family member as trustee is often the kindest-looking decision and the hardest one to live with. Here is when a corporate trustee is the better answer.
Read MoreEd is the Director of Operations at Colony Family Offices. He manages Colony’s Charlotte-based Client Service Team and works closely with client families to ensure they consistently receive the highest level of service. Ed joined Colony in 2023, coming from Fidelity Investments where he led the Fidelity Family Offices Client Service Team in Texas. He has over 25 years of experience in Operations and Customer Service in the financial services industry.
While at State Street Bank and Trust, Ed held various positions where he managed large relationships, established processes and procedures, participated in system enhancements and system migrations. He was responsible for managing multiple teams of customer service and operational professionals. Ed joined Fidelity Investments in 2006 to manage a team responsible for servicing large Registered Investment Adviser and Broker Dealer relationships and then accepted a role to lead the Client Service Team for Fidelity Family Offices.
Ed is a graduate of Rider University in Lawrenceville, NJ where he received his Bachelor of Science in Business Administration with a Finance concentration.
Written by our team
Recent articles.
When does a family need its own investment approach?
A model portfolio stops working when a family has entities, trusts and a tax position that no model can see. That is usually the moment to build one.
Read MoreHow integrated wealth planning works
Integrated planning means tax, estate, philanthropy and investment decisions are made against one plan, by people who can see all of it at once.
Read MoreLet’s talk.
Our promise is to bring clarity to your financial framework, continuity to the relationship, and trust to every step forward.