Scott A. Edwards
Director of Research - Fxd Inc at Asset Allocation & Management Co. LLC
Profile
Mr. Scott A.
Edwards, CFA MBA, is Principal, Director of Structured Products & a Senior Portfolio Manager at Asset Allocation & Management Co. LLC.
He has over 35 years of investment experience.
As Director of Structured Products, he is responsible for MBS, ABS and CMBS securities.
He is responsible for constructing portfolios based on client-specific objectives, constraints, and risk preferences and also responsible for communicating market developments and portfolio updates to clients.
Prior to joining Asset Allocation & Management in 2002, Mr. Edward was a Senior Vice President and leader of the ABS/CMBS sector team at Zurich Scudder Investments (ZSI) with responsibility for $8 billion in structured securities.
In addition, He was the Portfolio Manager of $6 billion of Business Owned Life Insurance portfolios.
Prior to joining ZSI in 1996, he worked in the capital markets divisions of several Wall Street securities firms for ten years.
He earned a BS in Accounting from Lehigh University and a MBA in Finance from the Wharton School at the University of Pennsylvania.
He is also a CFA Charterholder.
Scott A. Edwards active positions
| Companies | Position | Start |
|---|---|---|
Asset Allocation & Management Co. LLC
 Asset Allocation & Management Co. LLC Investment ManagersFinance Asset Allocation & Management Co. LLC (AAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1982 and is principally owned by Securian AAM Holdings LLC, ultimately owned by Minnesota Mutual Cos., Inc. AAM provides discretionary and non-discretionary investment advice to insurance companies across all business segments of the industry including Property and Casualty, Life, Health and Captive insurers. | Director of Research - Fxd Inc | 2001-12-31 |
Former positions of Scott A. Edwards
| Companies | Position | End |
|---|---|---|
| Zurich Scudder Investments, Inc. | Corporate Officer/Principal | - |
| Smith Barney Asset Management | Corporate Officer/Principal | - |
| Salomon Brothers | Corporate Officer/Principal | - |
UBS Securities LLC
 UBS Securities LLC Investment Banks/BrokersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Corporate Officer/Principal | - |
Training of Scott A. Edwards
| University of Pennsylvania | Masters Business Admin |
| Lehigh University | Undergraduate Degree |
Experiences
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1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 5 |
|---|---|
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Finance |
| Smith Barney Asset Management | Finance |
Asset Allocation & Management Co. LLC
Asset Allocation & Management Co. LLC Investment ManagersFinance Asset Allocation & Management Co. LLC (AAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1982 and is principally owned by Securian AAM Holdings LLC, ultimately owned by Minnesota Mutual Cos., Inc. AAM provides discretionary and non-discretionary investment advice to insurance companies across all business segments of the industry including Property and Casualty, Life, Health and Captive insurers. | Finance |
| Zurich Scudder Investments, Inc. | Finance |
| Salomon Brothers | Finance |
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