Objective

Networking

Interest

Edward J. Stavetski- Senior Investment Consultant and Strategist for family offices under PCM Partners, LLC,  a firm he founded. Provides economic and proprietary investment market research to Whitford Advisory Services, a registered investment adviser.  In addition, business valuations and advisory services performed for mergers & acquisitions and privately-held businesses. Over 28 years as investment and financial advisor.Provide asset allocation, investment oversight, manager search and selection and due diligence (particularly in hedge funds) for ultra high net worth clients. Develop comprehensive risk management plans for family office complexes. Provide valuations and advisory services to privately-held companies.

Summary

With a professional history that includes several senior management roles as well as the founding of two companies, Ed Stavetski has developed expertise in manager selection, due diligence, and high-net-worth investments. He currently applies these skills as a Senior Investment Consultant and Strategist through his firm, PCM Partners. As Managing Director of the company, Ed Stavetski works on investment research, valuation, financial advisory services, and risk management. Over the course of his nearly 30-year career, Ed Stavetski has taken a strong leadership role in the development of financial services. He has served as President of the local chapter of the Financial Analysts of Philadelphia, Inc., as well as Chairman of the Professional Development Committee for the Chartered Financial Analyst (CFA) Institute. He continues to design educational content for the institute's certification program and has authored a book on hedge fund manager selection. A specialist in manager selection as well as management due diligence, Ed Stavetski has applied these skills in a number of his professional roles. As the Director of Investments and Risk Management for Wilmington Family Office in Delaware, he supervised all accounts and investment managers, regularly performing due diligence to ensure optimal handling of client assets. Stavetski previously performed similar functions as a Chief Investment Strategist and Compliance Officer at CMG Investment Advisors, and earlier as a Managing Director at Rorer Asset Management. Leading the public as well as colleagues, Ed Stavetski has contributed regularly to TheStreet.com and Investopedia and has spoken at many conferences and universities. A graduate of West VirginiaUniversity, he regularly shares his expertise with students in the School of Business and Economics.

Work History

Work History
Jan 2009 - Present

Managing Director

PCM Partners, LLC

Edward J. Stavetski- Senior Investment Consultant and Strategist for family offices under PCM Partners, LLC,  a firm he founded. Provides economic and proprietary investment market research to Whitford Advisory Services, a registered investment adviser.  In addition, business valuations and advisory services performed for mergers & acquisitions and privately-held businesses. Over 28 years as investment and financial advisor.Provide asset allocation, investment oversight, manager search and selection and due diligence (particularly in hedge funds) for ultra high net worth clients. Develop comprehensive risk management plans for family office complexes. Provide valuations and advisory services to privately-held companies.

Education

Education
Jan 1975 - Jan 1978

BA

West Virginia University

Skills

Skills

Investment Services