Ed joined McCloskey Financial Group in 2015. He brings a versatile skill set developed through a variety of roles within the firm. He began his career in McCloskey Financial Group’s Operations Department, where he gained a deep understanding of the financial services sector’s complexities. Ed quickly advanced to the Trading Department, where he executed orders for both retail and institutional clients, demonstrating precision and a commitment to client success. Today, as Senior Portfolio Manager, Ed specializes in designing tailored client portfolios, providing strategic investment guidance, and empowering clients through education.
A proud Philadelphia area native, Ed has deep roots in the community. He graduated from St. Joseph’s Preparatory School and remains an active member of the Prep’s Young Alumni Leadership Council. Ed continued his education at Villanova University, earning his bachelor’s degree in economics with a minor in political science, where he cultivated his passion for financial markets and economic theory.
Ed is proud to serve clients close to home in Wayne, PA, leveraging his expertise to deliver results with dedication and integrity. He holds his Series 7 and Series 66 licenses, as well as Accident & Health, Life & Fixed Annuities, and Variable Life/Variable Annuity licenses, ensuring he can offer a broad spectrum of financial planning solutions.