Ed is the Firm’s CIO and serves as an Investment Consultant to institutional retirement plans. As CIO, Ed leads the Firm’s Investment Committee which develops strategic and tactical asset allocation as well as establishes the underwriting criteria for traditional and alternative investment strategies. He is also the main author of “Investor’s Outlook,” a quarterly publication of investment ideas developed in collaboration with the Firm’s other investment professionals. Ed assists plan sponsors and their committees by navigating matters such as plan design, investment manager selection, investment monitoring, and ERISA compliance. Ed graduated from Marquette University with a Mas

Edward Mcilveen
Principal - Director of Research and Chief Investment Officer - Vice President Investment Consulting
Francis LLC
United States, Wisconsin, Brookfield
About Me
Profile Information
Principal - Director of Research and Chief Investment Officer - Vice President Investment Consulting
Francis LLC
Investment Team
Investor
Consultant
Brookfield
Wisconsin
United States
Sep 12, 2024
More profiles to browse
Jonathan Nolan
Principal, Vice President - Investment Consulting Services
DM
David Mandel
Vice President- Investment Consultant, Regional Director
Michael Francis
President

Timothy Shirk
Financial Planner
You Might Like
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC