Jason Edelson
Private Wealth Advisor, Executive Director at Verdence Capital Advisors
- Role
- Private Wealth Advisor, Executive Director at Verdence Capital Advisors
- Location
- Baltimore City County, MD, US
- LinkedIn followers
- 500 followers
About Jason Edelson
Verdence Capital Advisors is a nationally-recognized private wealth advisory and multi-family office firm with approximately $4.7 billion in client assets. Headquartered in Hunt Valley, Maryland with an office in Northern Virginia, Verdence Capital Advisors is an independent investment and wealth advisory firm focused on serving business owners, corporate executives, high net worth families and institutions. The firm’s partners have built their reputations by creating strong relationships with their clients by focusing on trust, integrity and collaboration. Committed to the principle that advice should be transparent, customized and given without conflicts of interest, true independence is one of the guiding principles of Verdence Capital Advisors.
Experience
Private Wealth Advisor, Executive Director
Jul 2017 — Present · Hunt Valley, MD, US
Skills
- Series 7
- Financial Planning
- Mortgage Lending
- Commercial Lending
- Crm
- Small Business Lending
- Portfolio Management
- Loans
- Estate Planning
- Customer Relationship Management (Crm)
- Retirement Planning
- Banking
- Wealth Management
- Retirement
- Strategic Financial Planning
- Risk Management
- Tax
- Trading
- Commercial Banking
- Investment Management
- Investments
- Insurance
- Credit Analysis
- Finance
- Management
- Credit
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