Edward Burgess Email

Co-Chief Investment Officer . Equitable Trust

Current Roles

Employees:
50
Revenue:
$8.4M
About
Equitable Trust stands as a recognized leader in trust and investment services. Families and institutions entrust more than $3.0 billion in assets to its professionals for investment management, estate planning, and trust administration. Specifically we focus on three main areas of financial and fiduciary services: Asset Management - Asset Allocation - Portfolio Management - Third Party Manager Evaluation and Selection - Individual Stock Selection - Institutional Consulting: 401(k), Endowment, Foundation Trust Services - Trust Administration - Directed Trusts - Estate Settlement - Real Estate Administration Planning - Estate - Retirement - Education Funding - Charitable Giving - Family Office Services
Equitable Trust Address
4400 Harding Pike, Suite 310
Nashville, TN
United States
Equitable Trust Email

Past Companies

Equitable Trust CompanyCo-Chief Investment Officer
CFA Society of Nashville BoardBoard Member
CFA Society of NashvillePresident

#1 Startup Dataset

Growth rates, revenue data, direct competitors and contact details.