Finance, Insurance, Economics
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Ed Butowsky is an internationally recognized expert in the investment wealth management industry and has been in the financial services industry for over 22 years. Ed started his career with Morgan Stanley and was a Senior Vice President in private wealth management. In his 18 years at Morgan Stanley, he was the firm’s top producer nationally as well as the first advisor to surpass one billion dollars in assets under management. He was also recognized as a member of both the Chairman’s Club and the Equity Club, a distinction reserved for only the top advisors at the Morgan Stanley.
Through his work with professional athletes, Ed was featured in the Sports Illustrated article “How (and Why) Athletes Go Broke,” which is the magazine’s most popular article to date. He is also a frequent guest on CNN, ABC, CBS, NBC, Fox Business News, FOX News Channel, and Bloomberg TV. Ed makes frequent appearances on “Varney and Co.,” “Willis Report,” “America’s News HQ,” and “Taking Stock” with Pimm Fox. He is also regularly heard on radio shows around the country, such as “Mad Dog Radio” and “Bloomberg Radio,” discussing wealth management, economics, and other timely subjects in the finance/investments world. Most recently, Butowsky was featured as a financial expert and coach in the first-of-its-kind online reality series, The Invested Life, which follows real people who face today’s most common money concerns and their journey to taking control of their finances.
Ed has lectured at Yale University, NYU Stern School of Business, and SMU Cox School of Business, and he speaks around the country to financial advisors on how to properly manage portfolios. Ed is also the originator of the CHIP score, which is the first metric designed to properly and effectively evaluate and score a portfolio’s strength based on all of the elements that attribute to portfolio performance: rate of return, risk, inflation, taxes, management fees, and investment fees.
Ed launched Chapwood Investments, LLC in 2005, a private wealth management advisory firm focusing on providing comprehensive financial counseling and investment advice to wealthy families and individuals. And in 2010, recognizing the need for high-quality alternative investments, he launched Chapwood CustomHedge Portfolio Advisory Services, LLC. This is a new and unique alternative investment management platform designed to work with RIAs (registered investment advisors) and broker dealers around the country to provide accessibility and customization using investments previously unavailable to most individual investors.
Ed is an experienced speaker on many subjects. Below is a list of a few speeches where he has received high acclaim. Ed is also a recognized expert for discussions of current economic and political conditions and how they converge.
“How to Win Business from your Competitors” (directed toward RIAs and Broker Dealers)
“How Financials Advisors should market themselves to wealthy prospects” (directed toward RIAs and Broker Dealers)
“How the Glass-Steagal Act Changed Investing Forever” (directed toward RIAs and Broker Dealers)
“How to Properly Evaluate your Financial Advisor and their Portfolio” (directed towards wealthy individuals and large groups)
“How and Why People Go Broke and How to Avoid it” (directed towards wealthy individuals and large groups)
“How and Why Athletes Go Broke” (directed at professional and college athletes)