Ed Velasco, CFA®, CAIA®
Wealth Advisor

Industry Start Date: 2010

KAR Start Date: 2021

Education: M.S. in Financial Analysis and Investment Management from Saint Mary’s College of California; B.S. in Finance from San Jose State University

Credentials: CFA (Chartered Financial Analyst), CAIA (Chartered Alternative Investment Analyst)

Prior to Joining KAR:
Ed was a Wealth Manager at BNY Mellon Wealth Management where he provided comprehensive guidance to clients on investment, trust and estate, insurance and banking needs. Prior to that, Ed worked at Wells Fargo Private Bank as an Investment Specialist where he partnered with various subject matter experts in providing guidance and advice in areas such as investment management, banking, estate planning, tax planning and insurance to high-net-worth families.

When Not in the Office:
Ed enjoys cooking, staying in shape, reading, traveling and spending time with his family.