Edward Penberthy, Managing Director and Financial Advisor, is a co-managing partner of Fox, Penberthy & Dehn at Morgan Stanley. Ed brings more than 20 years of experience to the practice. He leads the team's investment committee, overseeing strategic and tactical asset allocation as well as the group's customized portfolios. He focuses on managing client relationships, estate planning strategies and retirement services, three core areas of knowledge honed over the course of two decades with Merrill Lynch. Ed is also integral in determining the team's strategic business planning initiatives.... Read More
Edward Penberthy, Managing Director and Financial Advisor, is a co-managing partner of Fox, Penberthy & Dehn at Morgan Stanley. Ed brings more than 20 years of experience to the practice. He leads the team's investment committee, overseeing strategic and tactical asset allocation as well as the group's customized portfolios. He focuses on managing client relationships, estate planning strategies and retirement services, three core areas of knowledge honed over the course of two decades with Merrill Lynch. Ed is also integral in determining the team's strategic business planning initiatives.
A graduate of Lehigh University with a bachelor's degree in economics, Ed is a Certified Financial Planner (CFP), a designation awarded by the Certified Financial Planner Board of Standards. He also holds the Certified Management Analyst (CIMA) designation from the Wharton School at the University of Pennsylvania. For the fifth year in a row, since the inaugural list in 2018, Ed has been highly ranked on the Forbes Best-In-State Wealth Advisors list and most recently ranked #18 in South New Jersey for 2022.
Ed is very active in his community. Ed is a founder of America's Disaster Reaction Team, a nonprofit group dedicated to assisting areas impacted by natural disasters by providing disaster management services and on- site rescue operations. Locally, Ed is a member and former president of Mimosa Lakes Association, a community association for homeowners in his area, and is actively involved with the Medford Youth Athletic Association (MYAA) as a coach and fundraiser. Read Less