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Steven W
Series 63, Series 65
Virginia Beach, VA
Edgewater Asset Management
Steven Winter is a financial advisor at Edgewater Asset Management in Virginia Beach, VA, holding Series 63 and Series 65 designations with 22 years of industry experience. He has been with Edgewater Asset Management since 1996. Edgewater Asset Management serves a limited clientele of individuals, families, trusts, and corporations with personalized portfolio management and consulting services. The firm operates as a fee-only fiduciary, emphasizing a top-down economic investment approach with active sector allocation and tailored advice based on client objectives and tax considerations.
Lynne M
CFA®, Series 63, Series 65
Virgina Beach, VA
Edgewater Asset Management
Lynne Mallory is a CFA® charterholder with 22 years of industry experience. She has been with Edgewater Asset Management since 1991. The firm serves a limited clientele of individuals, families, trusts, and corporations, providing fee-only fiduciary discretionary investment management and fixed-fee consulting services. Edgewater’s investment approach combines top-down economic analysis with active sector allocation, using a range of securities tailored to client objectives and tax considerations.
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