Ed Long
Portfolio Manager-Equities at Avity Investment Management, Inc.
Profile
Mr. Edward C.
Long, CFA MBA, is a Partner at Avity Investment Management, Inc. He joined the firm in 2005.
Mr. Long's career includes being Vice President and Senior Portfolio Manager in the Wealth Management Group at U.S.
Trust in Palm Beach, Florida, and a security analyst and co-manager of large U.S.
institutional portfolios at Lazard Asset Management in New York.
He was also a security analyst and portfolio manager at Merrill Lynch Asset Management and co-founder of Merrill’s Institutional Asset Management Group.
He began his business career at IBM Corporation as an industrial engineer.
Mr. Long is a Chartered Financial Analyst and a member of the New York Society of Security Analysts.
He received his BS in Engineering from Auburn University and his MBA from Eller College of Management at the University of Arizona.
Ed Long active positions
| Companies | Position | Start |
|---|---|---|
Avity Investment Management, Inc.
 Avity Investment Management, Inc. Investment ManagersFinance Avity Investment Management, Inc. (Avity) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Greenwich, Connecticut. The firm was founded in 1790 as Gillespie, Robinson and Grimm, Inc. and became Avity Investment Management, Inc. in 2022. Avity provides portfolio management services to individuals, trusts, estates, charitable organizations, pension funds, profit-sharing plans and corporations. | Portfolio Manager-Equities | 2004-12-31 |
Former positions of Ed Long
| Companies | Position | End |
|---|---|---|
| US Trust | Corporate Officer/Principal | 2004-12-30 |
| IBM | Corporate Officer/Principal | - |
Merrill Lynch Investment Managers LP
 Merrill Lynch Investment Managers LP Investment ManagersFinance Part of BlackRock, Inc., Merrill Lynch Investment Managers LP provides investment advice. The company is based in Plainsboro, NJ. | Corporate Officer/Principal | - |
Lazard Asset Management LLC
 Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard Ltd. (NYSE: LAZ). LAM provides investment advisory services to a variety of clients. | Corporate Officer/Principal | - |
Wealth Management Group LLC
 Wealth Management Group LLC Investment ManagersFinance Wealth Management Group LLC provides investment advice. The private company is based in Dover, DE. | Corporate Officer/Principal | - |
Training of Ed Long
| Auburn University | Undergraduate Degree |
| University of Arizona | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| IBM | Technology Services |
| Private companies | 5 |
|---|---|
Avity Investment Management, Inc.
Avity Investment Management, Inc. Investment ManagersFinance Avity Investment Management, Inc. (Avity) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Greenwich, Connecticut. The firm was founded in 1790 as Gillespie, Robinson and Grimm, Inc. and became Avity Investment Management, Inc. in 2022. Avity provides portfolio management services to individuals, trusts, estates, charitable organizations, pension funds, profit-sharing plans and corporations. | Finance |
Merrill Lynch Investment Managers LP
Merrill Lynch Investment Managers LP Investment ManagersFinance Part of BlackRock, Inc., Merrill Lynch Investment Managers LP provides investment advice. The company is based in Plainsboro, NJ. | Finance |
Lazard Asset Management LLC
Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard Ltd. (NYSE: LAZ). LAM provides investment advisory services to a variety of clients. | Finance |
| US Trust | Finance |
Wealth Management Group LLC
Wealth Management Group LLC Investment ManagersFinance Wealth Management Group LLC provides investment advice. The private company is based in Dover, DE. | Finance |
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