Edward P

How I got here:

“I have worked in the investment field for over 35 years with a number of companies as well as my own independent financial advisory firm. In my experience, the traditional financial services industry is failing to serve investors properly. My mission has been to do what I can to correct that. I believe the client comes first. A feel-only advisor relationship combined with appropriate financial strategies gives the investor the greatest opportunity for long-term economic success.”

Favorite part of the job:

“I really enjoy helping people make smart financial decisions for their particular circumstances. I want clients to have a clearer understanding of how markets work so they will invest with confidence and be equipped to stay the course during volatile cycles. I have found this to be a winning strategy. It gives me great satisfaction to see clients understand this vital investment message and learn how to apply it to reaching their desired goals.”

Education:

BS – Syracuse University 1969
MBA – Syracuse University 1972
PhD – Syracuse University 1978

Professional organizations:

Thayer House Community Association, Treasurer, Skaneateles, NY
Bahia 5 Condo Association, President, Florida
BHOA, Board Member, Florida

Beneath the surface:

Ed enjoys warm weather and tries to avoid cold weather as much as possible. He lives with his wife Carol in Florida for a good part of the year and in Skaneateles during the summer months. They have one son who lives in NYC and works in digital advertising. Ed enjoys tennis, golf, walking, and traveling.

Contact:

Call 315.671.0588 or email epetronio@rockbridgeinvest.com.

GETTING STARTED IS SIMPLE

315-671-0588
info@rockbridgeinvest.com
schedule a meeting

GETTING STARTED IS SIMPLE

315-671-0588
info@rockbridgeinvest.com
schedule a meeting