Edward M. DiRugeris, CFA, CFP®Relationship Manager
As a key member of the Single Family Office Team, Ed develops and implements comprehensive financial plans for multi-generational families and their single family offices. Ed manages the delivery of investment and family office services to a growing group of multi-generational families, including developing, implementing, and monitoring long-term financial plans, focused on asset allocation, portfolio management, and tax planning, that meet clients’ short-term and long-term objectives.
Prior to assuming his current responsibilities, Ed served as a Financial Planning Analyst where he handled accounting activities, including tax preparation, insurance needs analysis, trading activities, and report preparation and delivery. Ed began his career at Pitcairn as a 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.
Ed earned his BS in Finance with a minor in Accounting from Philadelphia University. He is a CFA® charterholder 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.