CoverProfile

Jason Edelson

Private Wealth Advisor, Executive Director

Verdence Capital Advisors

United States, Maryland, Baltimore

About Me

As a Managing Director and Partner at Verdence, Matt advises families, non-profits, and businesses on all of their specific financial goals and needs. He has over two decades of industry experience and started out his career at Merrill Lynch where he served as a Senior Financial Advisor and First Vice-President of Investments. Outside of Verdence, Matt serves on the Board of Directors for The House of Ruth Maryland, a non-profit serving women and children who are victims of domestic violence.

Profile Information

Private Wealth Advisor, Executive Director

Verdence Capital Advisors

Investment Team

Investor

Multi-Family Office

Baltimore

Maryland

United States

Aug 8, 2024

More profiles to browse

Profile Photo
Brian Sabo
Managing Director, Partner
Profile Photo
Brian Grumbach
Partner, Private Wealth Advisor
Profile Photo
Steve Thacker
Managing Director and Partner
Profile Photo
Matt Moore
Private Wealth Advisor, Managing Director and Partner

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RD
Russ Degitz
Principal
Huntington University