Richard N. Edwards, CDFA®

Rich has more than 38 years of experience in the financial services industry, most of them dedicated to portfolio management and investment research. He understands the discipline required to achieve long-term financial goals, and has extensive experience working with both individual and institutional clients. Before joining our group in 1996, Rich spent four years at PNC in Philadelphia, as Vice President/Portfolio Manager, Taxable Fixed Income Group, where he was involved in investment research and money management for institutional clients. Earlier in his career he was with PNC Pittsburgh, as Head of the Taxable Fixed Income Group.

Rich holds a degree in Business Administration and Economics from Grove City College and an MBA in Finance from the University of Pittsburgh. Driven by his love of investments and vast understanding of the economy and portfolio management, he recently studied the area of “gray divorce” earning his CDFA® (Certified Divorce Financial Analyst). Rich enjoys spending time with his family and is an active member of Newtown Presbyterian Church.