John Edelman

Background

About John Edelman

The clients I am humbled to advise receive a rare blend of experience and youth when deciding to join my advisory practice. With decades ahead in my wealth management career, combined with the full breadth of capabilities resources of Merrill Lynch Wealth Management and Bank of America, I feel that I am uniquely positioned to be a valuable resource for both families and small businesses by delivering guidance and advice on a multitude of client financial needs and unpredictable life events. In my efforts to continually learn and best serve my clients, I have been conferred the Chartered Alternative Investment Analyst™ designation after passing two rigorous exams over the course of 2022. To date, I am one of the youngest CAIA Charter holders in the nation. Furthermore, I also hold the Sports & Entertainment Accredited Wealth Management Advisor™ designation and can provide comprehensive guidance of trust and estate planning services, business planning and retirement benefit planning for high net worth sports and entertainment clients. I am a cum laude graduate from James Madison University's College of Business where I obtained a Bachelor of Business Administration in economics and business analytics and earned Beta Gamma Sigma class honors during my undergraduate tenure. Currently, I reside in New York City working full time in my practice for Merrill Lynch as a fully licensed investment advisor. When I am not developing cash flow analysis reports or modeling out retirement plans in the office, I enjoy partaking in active hobbies such as marathon running, playing pickup basketball, and walking in Central Park with my golden retriever Simba during the park's off leash hours.* CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.*Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.