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Answers & Observations

Stay up to date with the latest personal finance developments, financial planning advice, investment news and retirement planning tips from our team of certified financial planners and experienced wealth advisors here in New York City.

The Entrepreneur Sessions: David Edwards

The financial crisis wreaked havoc on David Edwards’s company…and life. As he watched his firm’s assets shrink by 50%, his endocrine system flew into disarray, and he wondered whether he was cut out for this job, this industry, this world.

But through grit, determination, and a ceaseless will to evolve, David rebuilt his firm, one client at a time. By transitioning from investment management to holistic financial planning, David grew his firm’s assets to $500M in the following decade.

David’s intelligence, wit, and resilience are just a few of the qualities I love about him. I’m so glad to have captured his story in the most recent episode of “To Grit, with Grace: The Entrepreneur Sessions.”