Edge Capital Partners, a leading independent wealth management firm devoted exclusively to individuals, families and institutions with substantial wealth, announces the hiring of Whit Stewart and Bruce "B" Gottwald III.
Whit Stewart is a Managing Director and Senior Investment Advisor. He has broad experience in the financial industry beyond wealth management, including work in private equity at The Carlyle Group and investment banking at Bear Stearns. Whit has spent much of his career at the JP Morgan Private Bank, where he was part of a team overseeing $12 billion in assets for private clients out of the Washington, DC office. B Gottwald joined Edge as an Associate from The London Company in Richmond, VA.
Edge Capital's Managing Partner, Harry Jones, said, "We are excited to continue attracting talented advisors to Edge and executing on our strategic growth plan of expanding beyond Edge's current footprint in the Southwest and the Southeast. The Virginia, Washington DC, and Maryland region is a priority for us, and we are thrilled to have Whit Stewart and B Gottwald join us to bolster our presence in this attractive market." Edge Capital Partners had approximately $3.5 billion in assets under management as of 9/30/17.
Pleased to be joining the Firm, Whit Stewart noted, "Edge has a reputation for being objective and client-centric, two tenets on which, in my opinion, many of the largest firms have lost focus. These are two of the most noteworthy essentials when establishing successful client/advisor partnerships. I joined Edge to capitalize on the experienced team they have already assembled, and to expand this level of dedication to DC, Maryland and the mid-Atlantic."
About Edge Capital Partners
Edge Capital is a boutique financial advisory firm devoted exclusively to serving individuals, families and institutions with substantial wealth. We understand that significant wealth presents uniquely complex situations, ones that modeling and off-the-shelf solutions ignore. As an independent, employee-owned firm, we provide objective, holistic advice guided only by our clients' best interests. Whether the need is to strategically enhance cash flow or facilitate multigenerational wealth, Edge tailors each financial solution to suit each client's unique circumstances from the ground up. It's time to RealizeMORE™ with Edge Capital. For more information, visit www.EdgeCapPartners.com.
