![Ed Long](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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.
He 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’s methods of security analysis emphasize traditional fundamental research. The firm aims to avoid excessive risks by emphasizing high quality securities which they seek to purchase at attractive prices. When investing in fixed income securities, their activities are concentrated on maintaining the most advantageous maturity range for each portfolio. Client bond investments are generally comprised of highly rated securities to limit volatility, but under certain circumstances prices can fluctuate significantly. | Portfolio Manager-Equities | 01/01/2005 |
Former positions of Ed Long
| Companies | Position | End |
|---|---|---|
US Trust
 US Trust Investment ManagersFinance Provides investment management services | Corporate Officer/Principal | 31/12/2004 |
| IBM | Corporate Officer/Principal | - |
Merrill Lynch Investment Managers LP
 Merrill Lynch Investment Managers LP Investment ManagersFinance Provides investment advisory services | Corporate Officer/Principal | - |
Lazard Asset Management LLC
 Lazard Asset Management LLC Investment ManagersFinance LAM offers products across a broad spectrum of asset classes, designed for different client types. The firm’s traditional and alternative investment services cover listed equity and fixed income investments in a wide range of global, regional and country specific strategies. Risk management is integral to their portfolio construction. They rely heavily on fundamental, bottom-up investment research. | Corporate Officer/Principal | - |
Wealth Management Group LLC
 Wealth Management Group LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Training of Ed Long
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
82
1st degree connections
8
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
International Business Machines Corp.
 International Business Machines Corp. Information Technology ServicesTechnology Services Provides software, IT consulting, cloud and infrastructure services | Technology Services |
Avity Investment Management, Inc.
Avity Investment Management, Inc. Investment ManagersFinance Avity’s methods of security analysis emphasize traditional fundamental research. The firm aims to avoid excessive risks by emphasizing high quality securities which they seek to purchase at attractive prices. When investing in fixed income securities, their activities are concentrated on maintaining the most advantageous maturity range for each portfolio. Client bond investments are generally comprised of highly rated securities to limit volatility, but under certain circumstances prices can fluctuate significantly. | Finance |
Merrill Lynch Investment Managers LP
Merrill Lynch Investment Managers LP Investment ManagersFinance Provides investment advisory services | Finance |
Lazard Asset Management LLC
Lazard Asset Management LLC Investment ManagersFinance LAM offers products across a broad spectrum of asset classes, designed for different client types. The firm’s traditional and alternative investment services cover listed equity and fixed income investments in a wide range of global, regional and country specific strategies. Risk management is integral to their portfolio construction. They rely heavily on fundamental, bottom-up investment research. | Finance |
Auburn University
 Auburn University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
US Trust
US Trust Investment ManagersFinance Provides investment management services | Finance |
Wealth Management Group LLC
Wealth Management Group LLC Investment ManagersFinance Provides investment advice | Finance |
Eller College of Management
 Eller College of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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