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 Robert & Terry Edwards
Bob Edwards is the co-senior partner and senior portfolio manager of a 24-member investment management group. Based in Naples, Florida, the group is currently responsible for the managing client assets in excess of $2 billion.
Bob is a frequent industry speaker, and in the wake of the 2008-09 financial crisis Bob addressed industry professionals in more than 20 cities on the topics of post-crisis investment strategy and opportunities for equity management and wealth advisors. Bob has been ranked in America’s Top 100 Financial Advisors by Registered Rep, and investment portfolios managed by Bob have received national rankings for peer group performance in Nelson’s World Best Money Managers for 1 yr, 3 yrs, 5 yrs, and 10 yrs including a recent #2 ranking for US Equity Core performance over 5 years for his Strategic Equity Blend. Bob, his partner and their team have also been ranked in the national periodicals Barron’s and Research Magazine (2008), and Bob has received local recognition over a string of years in Gulfshore Life as a “5 Star Financial Wealth Manager.” A resident of Naples for 40 years he is committed to the community and to the arts. Bob serves nationally on the boards of Sculpture magazine (offices in Washington, DC) and the International Sculpture Center (offices in Princeton, NJ). Locally, he serves on the board of the Naples Museum of Art.
Bob is married to Terry, who has lived in Naples since 2003 and is active locally with various charitable organizations. Terry serves on the boards of The Shelter for Abused Women & Children and the Friends of Art of the Naples Museum of Art. Collectors of modern and contemporary art and classic cars, the Edwards have hosted numerous museum and charitable organizations in their home. They have underwritten events at the Naples Philharmonic / Patty and Jay Baker Naples Art Museum, the von Liebig Art Center, and Town Hall Lectures, and around Florida at art museums in Tampa, Sarasota, Miami and Boca Raton. The Edwards enjoy travel, golf, and spending time with their three children.
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