Edward Bird, MBA, CFP®

Chief Investment Officer

Ed is responsible for all investment matters for Academy Financial including asset allocation, risk management, security and product selection. Ed also manages wealth for high net worth clients with a focus on business owners, business succession, retirement, and estate planning. Ed joined Academy Financial in 2018. Prior to that, he spent 15 years working at Wilmington Trust as a senior investment advisor and 8 years as a U.S. Army Captain.  Ed received his MBA in Finance from Kellogg School of Management.  He holds his Series 7 & 65 registrations, Life Insurance Licenses and is a CERTIFIED FINANCIAL PLANNER TM practitioner.  Ed is involved in the arts and is a school board member in York, PA where he resides with his wife and four daughters.

Phone 410.372.3230
Fax 410.825.0034