Ed 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.