ATLANTA and DALLAS, April 10, 2017 /PRNewswire/ — Edge Capital Partners, an independent investment advisory firm with approximately $3 billion in assets under management, today announced the promotions of Whit Davis, Paul Robertson and Dennis Sabo to Partner.
Additionally, Will Skeean, CFA, Partner and investment management team chair at Edge Capital, has relocated to Dallas to bolster the firm’s Texas operation. Two of the promoted partners — Paul Robertson and Whit Davis — will also be integral to Edge Capital’s Dallas office expansion as they work out of the region on a regular basis.
“We are thrilled to have Paul, Whit and Dennis as Partners to further strengthen our firm’s sustainability and commitment to growth. The valuable expertise of these outstanding individuals is vital to the management and continued success of the firm,” said Harry Jones, Managing Partner at Edge Capital Partners. “The firm’s expanding presence in Texas positions Edge Capital for success in the Southwest region as we continue to provide our clients with the exemplary service they’ve come to expect. Meanwhile, Dennis’ integral role as co-portfolio manager of the Blue Current Global Dividend Strategy and Fund (BCGDX) demonstrates our commitment to growing our asset management business.”
Whit Davis is one of Edge Capital’s first team members and has been instrumental in building the firm’s investment process and platform. As a member of Edge Capital’s Portfolio Management Team, he identifies strategies that meet the specific needs of clients and works with the team to implement those ideas in each investment portfolio. Davis earned his BA degree in history from the University of the South and holds an MBA degree from the Goizueta School of Business at Emory University.
Paul Robertson joined Edge Capital in 2010 and immediately contributed to the firm with his deep institutional and fixed income expertise. As Senior Investment Advisor, Robertson works directly with not only private clients, foundations and endowments to help families and institutions achieve their mission. He earned his BA degree in economics and business administration from Furman University and an MBA from the Goizueta Business School at Emory University.
Dennis Sabo, CFA, who joined Edge Capital in 2010, serves as the co-portfolio manager for the Blue Current Global Dividend strategy and oversees the firm’s research efforts. During his investment industry career, Dennis spent several years covering the technology and media sectors for Robinson Humphrey and Credit Suisse. He came to Edge following his role as an equity security analyst at an emerging hedge fund. Sabo graduated from the University of Miami with a BS degree in Electrical Engineering and from the University of Georgia with an MBA degree.
For more information about Edge Capital Partners, please visit: www.EdgeCapPartners.com
For media inquiries or interview requests, contact: EdgeCapital@ficommpartners.com
About Edge Capital Partners
Founded in 2006, Edge Capital is a boutique financial advisor firm devoted exclusively to serving individuals, families and institutions with substantial wealth. As an independent, employee-owned firm, we provide objective, holistic advice guided only by our clients’ best interests. Never using model portfolios or off-the shelf approaches, the firm instead tailors every solution to each client’s individual circumstances. Working with us, investors gain access to a global network of managers and unique strategies unavailable anywhere else. It’s time to RealizeMORE™ with Edge Capital. For more information, visit www.EdgeCapPartners.com.
About Blue Current Global Dividend Fund
The Blue Current Global Dividend Fund utilizes Edge’s investment expertise in selecting global companies that offer an attractive yield and are expected to reward investors through increasing cash flow over time. The primary objectives are to seek current income and deliver long-term capital appreciation to investors. For more information, please visit www.BlueCurrentFunds.com.
Mutual fund investing involves risk. Principal loss is possible. The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the Fund and may be obtained by calling phone number 1-800-514-3583 or visiting www.bluecurrentfunds.com. Read the prospectus carefully before investing. The Fund may not be suitable for all investors.
The Blue Current Global Dividend Fund is distributed by Ultimus Fund Distributors, LLC.