About DAVID EDWARDS
President
David is the president, founder and portfolio manager of Heron Financial Group. David was previously associated with Morgan Stanley, JP Morgan Securities and Nomura Securities.
David holds a BA from Hamilton College and an MBA from Darden Graduate School of Business, University of Virgina.
David includes sailboat racing among his hobbies and serves on the board of Nantucket Community Sailing in Massachusetts. |
About HERON FINANCIAL GROUP, LLC
Heron Financial Group is a Registered Investment Advisor serving individuals and families across the United States, Europe, Asia and Latin America.
Our clients are corporate executives, managing partners of law firms and consultancies, Wall Street professionals, owners of businesses, and heads of families.
Our purpose is to clarify and simplify the means by which our clients will achieve their financial goals.
Client relationships range from $500,000 to $10 million in assets. |