Edward L. Vallar, CFA®
Director of Wealth Management
Edward is our Director of Wealth Management. Bringing nearly three decades of experience to RoundAngle Advisors, he selects clients’ investments based on their defined risk tolerance and time horizon. Evaluating the advisors’ recommendations, he helps customize each client’s portfolio and investment options. He also executes trades and monitors portfolios. By staying up-to-date on the latest financial, economic, and geopolitical events, ensures that our clients’ investment strategies remain efficient and makes adjustments when needed.
Prior to joining RoundAngle, Edward built a successful career working as an advisor with established firms, including GM Advisory Group and First Asset Management. Specializing in researching and discovering investment strategies before they become mainstream ideas, he enjoys creating new challenges and opportunities every day and helping clients pursue their goals.
Edward received his Bachelor of Science in Finance from St. John’s University. He is a licensed insurance agent and holds the Chartered Financial Analyst® certification. In his spare time, he enjoys reading, playing golf, and practicing martial arts. He serves as the Treasurer of the Guardian Engine Co 2 of the Jericho Fire Department.