Ed is a Partner of Rialto Wealth Management. After successfully navigating careers as a Certified Public Account, a CFO and a business owner, Ed draws on these experiences to advise clients on all matters financial, bringing particular expertise in the areas of retirement planning, business succession planning and estate/legacy planning.

Education & Credentials:

  • B.A. Accounting & Law Clarkson University
  • M.B.A. Syracuse University
  • Certified Public Accountant, New York State (license inactive)
  • Former Certified Private Wealth Advisor and Retirement Management Advisor

Professional Organizations:

  • Board of Directors – Crouse Health Systems and Crouse Foundation
  • Honorary Trustee and Former Board Chair – Christian Brothers Academy

Personal Life:

  • Ed and his wife Sharon reside in Skaneateles and enjoy spending time with their children and grandchildren.

Rialto Wealth Management is a fee-only, fiduciary, advisory firm based in Syracuse, NY. From financial planning to investment management, we help families across New York and beyond. We can be reached by phone at (315) 992-9129 or via email through our website’s secure and confidential contact page.