Advisors at this firm
Philipp B
Series 65, Series 66
Bethesda, MD
Edgemoor Investment Advisors, Inc.
Philipp Bentley is a financial advisor at Edgemoor Investment Advisors, Inc. with four years of industry experience. He holds the Series 65 and Series 66 designations and previously worked at FHLBanks Office of Finance and Morgan Stanley. He has been with Edgemoor since 2021. Edgemoor Investment Advisors provides discretionary investment management and financial planning services to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profit organizations, and a registered investment company. The firm employs a value-oriented, fundamental analysis approach to build concentrated equity and income portfolios designed for long-term capital preservation, appreciation, and income.
Steven L
CFA®, Series 63
Bethesda, MD
Edgemoor Investment Advisors, Inc.
Steven Larosa is a CFA® charterholder and holds a Series 63 license with three years of industry experience. He has been with Edgemoor Investment Advisors, Inc. since 2021 and previously worked at Bank of America Private Bank from 2012 to 2021. Edgemoor Investment Advisors provides discretionary investment management and financial planning services primarily to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profits, and a registered investment company. The firm employs a value-oriented, fundamental analysis approach to construct concentrated equity and income portfolios tailored to client objectives and manages accounts on a discretionary basis.
Gay T
CFP®, Series 63, Series 65
Bethesda, MD
Edgemoor Investment Advisors, Inc.
Gay Truscott is a CFP® with 14 years of industry experience, currently serving as Senior Vice President at Edgemoor Investment Advisors, Inc. She has been with Edgemoor and Integrity Funds Distributor, LLC since 2011. Edgemoor Investment Advisors provides discretionary investment management and financial planning services primarily to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profits, and a registered investment company. The firm employs a value-oriented, fundamental analysis approach to build concentrated equity and income portfolios intended for long-term capital preservation, appreciation, and income.
Timothy C
CFP®, Series 66
Washington, DC
Edgemoor Investment Advisors, Inc.
Timothy Coughlin is a CFP® with 25 years of industry experience, currently serving at Edgemoor Investment Advisors, Inc. since 2004. He has also been associated with Integrity Funds Distributor, Inc. since 2009. Edgemoor Investment Advisors provides discretionary investment management and financial planning services primarily to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profit organizations, and a registered investment company. The firm employs a value-oriented, fundamental analysis approach to build concentrated equity and income portfolios aimed at long-term capital preservation, appreciation, and income.
Paul M
CFA®, Series 63
Bethesda, MD
Edgemoor Investment Advisors, Inc.
Paul Meehan is a CFA® charterholder with 19 years of industry experience. He has been with Edgemoor Investment Advisors, Inc. since 2006 and previously worked at Integrity Funds Distributor, Inc. from 2009 to 2016. Edgemoor Investment Advisors provides discretionary investment management and related services to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profit organizations, and a registered investment company. The firm follows a value-oriented, fundamental analysis approach, building concentrated equity and income portfolios designed for long-term holding, and offers financial planning at no additional charge to its advisory clients.
