The extensive experience Edward (Ed) O’Gorman has gained over a successful career in diverse financial management positions is pivotal in helping River Wealth Advisors clients navigate economic downturns and market fluctuations. Clients benefit from his straightforward, consultative approach and analytical insights.
Along with Bob Caplan, Ed formed River Wealth Advisors in 2015, a fee-only investment firm specializing in independent, comprehensive financial planning, investment management, business, estate and retirement planning.
Ed began his career in the banking industry, managing large institutional fixed-income portfolios. In addition to more than a decade of service in banking and institutional investment management, he also has extensive experience managing personal, trust and private equity portfolios. Most recently, Ed served as a portfolio manager at FMA Advisory.
Ed holds a Bachelor of Business Administration degree from Villanova University and a Master of Business Administration degree with a Finance emphasis from the Pennsylvania State University. An active member of the CFA® Institute and the CFA Society of Philadelphia, Ed is also a registered investment advisor representative.
He has earned the right to use the Chartered Financial Analyst designation from the CFA® Institute. This prestigious designation is awarded to financial professionals who have successfully passed certification testing and have met rigorous standards for industry experience and professional ethics.
Ed is an avid fly fisherman and active in several local nonprofit organizations. He currently serves as board treasurer for the Central Pennsylvania Food Bank, also sitting on the Finance and Development committees. Additionally, he is vice chair of the Dauphin Country Conservation District board, and former president of the Dauphin and Lebanon County chapter of Trout Unlimited. He remains active with Trout Unlimited by hosting the chapter’s annual event to support veterans.