![Larry Dow Edwards](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Larry D.
Edwards, CFA MBA, is a Vice President & Portfolio Manager at Montecito Bank & Trust.
He joined the Wealth Management team of Montecito Bank & Trust in 2007.
Based in the Solvang Branch, he serves clients as Portfolio Manager and Relationship Manager.
He has over forty years’ experience in the investment management field.
Mr. Edwards was a President for fifteen years at Leland O’Brien Rubinstein Associates a firm that specialized in risk-management strategies for pension and other institutional funds.
His background also includes a substantial role in creating the first Exchange-Traded Fund as President of LOR subsidiary, SuperShare Services Corporation.
He also has extensive experience with portfolio management, including implementation of “delta hedging”, an options-based protective strategy during declining equity markets.
He received his AB Business Administration degree from Occidental College and an MBA Finance from Stanford University.
He holds the professional designation of Chartered Financial Analyst.
Anciens postes connus de Larry Dow Edwards
| Sociétés | Poste | Fin |
|---|---|---|
Montecito Bank & Trust (Invt Mgmt)
 Montecito Bank & Trust (Invt Mgmt) Investment ManagersFinance MB&T-IM specializes in equities, fixed income, exchange-traded funds, separately managed accounts, and mutual funds. Through the application of advanced quantitative and qualitative processes they deliver personalized strategies anchored in a client’s short-term and long-term objectives. | Gestionnaire de Portefeuille-Actions | 01/04/2020 |
Formation de Larry Dow Edwards
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
11
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Montecito Bank & Trust (Invt Mgmt)
Montecito Bank & Trust (Invt Mgmt) Investment ManagersFinance MB&T-IM specializes in equities, fixed income, exchange-traded funds, separately managed accounts, and mutual funds. Through the application of advanced quantitative and qualitative processes they deliver personalized strategies anchored in a client’s short-term and long-term objectives. | Finance |
Stanford University
 Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Occidental College
 Occidental College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
