- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research

Expertise
Ed is the South Region Managing Director for Family Office Solutions at Northern Trust. In his role, he partners with the firm’s most experienced portfolio advisors, wealth advisors, and leads directors to deliver sophisticated, integrated investment, banking and planning solutions to ultra high net worth families. He advises business owners and senior executives on complex wealth planning matters, with a particular focus on tax efficient and multigenerational strategies, and he serves as a trusted senior partner as clients navigate significant financial transitions.
Experience
Ed has more than 30 years of experience in the wealth management industry, advising some of the nation’s largest families on income and transfer tax planning and related issues. Prior to joining Northern Trust, Ed was a tax partner at Jones Day, an executive director at J.P. Morgan Private Bank, and a member of the Strategic Wealth Advisory Team at Goldman Sachs.
Community Involvement
Ed serves on the Board of Trustees of the Middleton Place Foundation and is a member of its finance, governance, and strategic planning committees. He has also served on the Board of Directors of the Boys & Girls Clubs of Metro Atlanta and on the Senior Advisory Board of the Clemson University College of Business.
Education
Ed earned a bachelor’s degree in financial management from Clemson University and a Juris Doctor from Emory University School of Law.
Credentials
Ed has been a Fellow of the American College of Trust and Estate Counsel (ACTEC) since 2006. He is a past editor of the ACTEC Law Journal, former chair of the Tax Section of the State Bar of Georgia, and former member of the Council of the Real Property, Trust and Estate Law Section of the American Bar Association. He previously served as chair of the ABA RPTE Working Group on Anti Money Laundering and Counter Terrorist Financing Efforts Affecting Lawyers and as vice chair of the ABA RPTE National Conference of Lawyers and Corporate Fiduciaries.
Atlanta
Cash Services Unavailable | ATM in lobby*
3282 Northside Parkway NW
Suite 100
Atlanta, Georgia 30327