Edward Wilhelm

As our Portfolio Analyst, Ed’s main responsibilities include research, fundamental analysis, and trading utilizing his previous experience interning at Spring Street Financial and Northwestern Mutual. Ed graduated from Siena College in 2022 where he received a Bachelor of Science degree in Finance and a minor in Data Science. He has completed his SIE and Bloomberg Marketing Concepts certifications and earned the “Best Insight” award at the 2022 DataFest. Ed was also President of the Siena Men’s Rugby team, winning a National Championship in 2021. He is originally from Galena, Illinois, but spent many of his summers and holidays on the east coast visiting family. In his free time, Ed enjoys running, skiing, and playing golf with friends.