Edward B. Norfleet, Jr., CFA®
Edward joined the firm in January 2022. Born and raised in Richmond, Virginia, Edward attended St. Christopher’s School and then the University of Virginia in Charlottesville, where he graduated with degrees in economics and psychology from the College of Arts and Sciences. Since graduation, he has worked primarily in fixed income investments, with roles ranging from distressed credit analysis to mortgage-backed securities trading. Most recently, he was responsible for actively managing the $5 billion securitized bonds portfolio at the Virginia Retirement System. Edward is a CFA® charterholder and has an MBA from the University of North Carolina Kenan-Flagler Business School. He and his wife, Anne Arden, have three young children and live in midtown Mobile. In his free time, you’ll find him with his kids in a golf cart trying to squeeze in nine holes.