Ava Arjmand is a Vice President on the Portfolio Management and Strategy teams. She collaborates with Senior Financial Advisors to oversee portfolios, generate investment recommendations, and communicate actions and performance to clients. Ava is also responsible for working in collaboration with the firm’s strategy team to formulate investment views and implement these views in client portfolios- consistent with their unique investment objectives. She now focuses her time on the financial planning team at Edge, as well as capital markets research, strategy due diligence, and idea generation that is implemented across Edge client portfolios. Ava, a native of Atlanta, obtained her B.B.A with concentrations in Marketing and Finance from the University of Georgia and began her career at Merrill Lynch in 2007. In her role as a Private Wealth Relationship Manager, Ava supported the team’s business objectives by delivering comprehensive wealth management and investment advice to ultra-high net worth individuals and their families. Her primary focus was building and maintaining trusted client relationships by taking a personalized and proactive approach to managing their needs on a day to day basis.
In addition to her role as Private Wealth Relationship Manager, Ava helped make prudent investment decisions and implement tactical changes to her clients’ investment portfolios. Ava also holds the Accredited Wealth Management Advisor℠ designation from the College for Financial Planning, and is pursuing her CFP.
Ava is originally from Roswell, GA and an alumni of Walton High School. She enjoys traveling, wine tasting, and cheering on the Georgia Bulldogs & Atlanta Falcons in her free time!