director at verdence capital advisors@ Verdence Capital Advisors
Charlottesville, Virginia, United States
Edward Karppi, CFA
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University of Virginia
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FlashIntel GPTEdward Karppi, CFA is a highly experienced investment management professional with over 30 years of expertise in all major asset classes. He has a strong track record of helping individuals, families, nonprofits, foundations, and endowments achieve their investment goals. Edward has extensive portfolio allocation and portfolio management experience, ranging from over 1 billion dollars. He is known for his excellent client and board interaction skills. Currently, he serves as the Director at Verdence Capital Advisors, where he continues to contribute to the success of the company.
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About
Over 30 years of investment management experience across all major asset classes, including public and private equity, fixed income, alternatives, real estate/real assets, hedge funds and derivatives. Experienced at helping individuals, families, nonprofits, foundations and endowments meet their investment goals. Asset allocation and portfolio management experience of portfolios over $1 billion. Adept client and Board interaction skills.
Work Experience
director at verdence capital advisors
Director
Financial Services
Edward Karppi, CFA's Professional Milestones
- Financial Services Manager (1994-01-01~1996-01-01): Effectively managed administrative tasks, optimizing efficiency and ensuring seamless communication within the financial services department.
- Partner | Co-Chief Investment Officer (2015-12-01~2021-09-01): Successfully negotiated and closed large-scale investment returns, propelling company growth and increasing profitability.
Education
Skill
Investments
Portfolio Management
Asset Allocation
Asset Management
Equities
Fixed Income
Hedge Funds
Management
Private Equity
Valuation
Financial Modeling
Investment Management
Alternative Investments
Due Diligence
Financial Analysis
Certification
Colleagues
Noel LaMontagne
director at verdence capital advisors verdence pro
Nour Naffi
Partner Chief Executive Officer
Matthew Pietzak, CFP®
Managing Director
Leo Kelly
Partner | Chief Executive Officer
Michele Welsh
chief marketing officer at verdence capital advisors
Other Named Edward Karppi, CFA
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Edward Karppi, CFA works for Verdence Capital Advisors
Edward Karppi, CFA's role in Verdence Capital Advisors is director at verdence capital advisors
Edward Karppi, CFA works in the industry of Financial Services
Edward Karppi, CFA's colleagues are Noel LaMontagne,Nour Naffi,Matthew Pietzak, CFP®
Edward Karppi, CFA's latest job experience is director at verdence capital advisors at Verdence Capital Advisors
Edward Karppi, CFA's latest education in University of Virginia
