Ed Naylor integrates all aspects of wealth management planning with a focus on investment advice.  He has developed a highly competent process, extensive technical skills, and practical experience to help address the financial and multi-generational issues facing today’s wealthy families.

In the course of his 20+year investment career, Ed performed research, trading and operations beginning in 1994 at Douglas C. Lane & Associates, a Registered Investment Advisor in New York. Subsequently, he was an Assistant Portfolio Manager in San Francisco with Hutchinson Capital Management. Where he specialized in trading equities and bonds, and assisted in structuring tailored municipal bond portfolios for clients.

Ed joined Merrill in New York in 2003, and is a First Vice President, Portfolio Manager and Wealth Management Advisor. Having previously worked with two Registered Investment Advisors, Ed is experienced in identifying third-party asset managers capable of meeting various client goals. In constructing portfolios he utilizes third-party active asset managers along with passive strategies to build, adjust and balance portfolios according to client risk profiles and time horizons. Additionally, for over 13 years, at Merrill, Ed has researched and implemented various alternative asset class strategies, including hedge funds, private equity and managed futures.

Ed obtained his M.B.A. in Finance from Vanderbilt University, and his B.A. in English from Hobart College. He lives in Rowayton, CT with his family.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.