Edward M. DiRugeris, CFP®Financial Planning Analyst
As the Team Lead of the Financial Planning Analysts, Ed works closely with the Relationship Managers, Personal Financial Managers, and Client Service Administrators to assist with the development and implementation of comprehensive financial plans for high net worth individuals and families.
Ed handles accounting activities for all clients served by the team, including tax preparation, insurance needs analysis, trading activities, and report preparation and delivery. He collaborates with members of the Wealth Management and Middle Office Services teams to provide comprehensive service to client families.
Ed’s work ethic and determination are reflected in everything he accomplishes, whether it’s tackling the CERTIFIED FINANCIAL PLANNER™ exam, or contributing to the Learning and Development Team and FitPit, the firm’s health and wellness program.
Prior to assuming his current responsibilities, Ed served as a Client Rebalancing Associate acting as a liaison between the Investment, Wealth Management, and Middle Office Services teams coordinating trade recommendations, portfolio rebalancing, and performing centralized trade analysis and investment-related compliance for clients. Before joining Pitcairn in 2015, Ed was an Alternative Investment Analyst at SEI Investments. He previously served as an intern for Stephano Slack, LLC and UBS Wealth Management.
Ed earned his BS in Finance with a minor in Accounting from Philadelphia University and holds the designation of CERTIFIED FINANCIAL PLANNER™.
Once a college basketball player, Ed still loves a good competition, whether it’s attending a high school football game, cheering on the Philadelphia 76ers, or golfing with friends and colleagues. Come Memorial Day, Ed enjoys the sun and sand down the Jersey Shore with his family and friends as often as possible.