Edward joined Promontory Point Capital in 2021 and assists the firm’s engagement efforts in performing market and industry research, financial modeling, and other activities to support our client’s objectives. In addition to supporting the firm’s client activities, Edward is involved with helping manage PPC’s expanding network of private equity groups, strategic buyers, and a variety of bank and non-bank capital sources. Edward grew up in Orange County, California and graduated from Marquette University in 2020 with majors in Finance and Information Systems. While at Marquette, Edward played lacrosse and participated in the Applied Investment Management (AIM) Program, tasking students to serve as research analysts in managing approximately $2.5 million of Marquette University’s endowment fund across fixed income and equity securities. Edward is currently a Chartered Financial Analyst (CFA) level 2 candidate and is preparing to earn the full industry credential. Outside of the office, Edward enjoys basketball, autosports, and researching technological innovation.
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PPC brings deep financial and strategic expertise to the table along with a fresh perspective from the outside market. Please contact us to discuss your objectives.