Ed Leavitt
Director of Product Development


Ed is responsible for developing and implementing new fund products for the Firm. Ed’s previous experience includes Vice President at Union Bank where he managed a team of Private Banking Associates across California, Oregon and Washington, Vice President US Private Bank Wealth Analytics Group for Deutsche Bank, and Associate Vice President at Wells Fargo Bank. Ed graduated from University of La Verne with a B.A. in Business Administration. He studied at the Cannon Trust School and received his Trust Operations Levels I & II and Trust Investment Level I. He’s held FINRA Series 7 and 66 licenses.

• I enjoy road trips and often find the journey more interesting than the destination itself.
• Languages: English