Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
EDWARD VIRGIL

EDWARD VIRGIL

INVESTMENT PRODUCT MANAGER
Chesterton,US

Summary

Dynamic and results-driven Senior Product Manager with extensive experience leading the development, management, and distribution of innovative investment solutions across diverse asset classes. Strategic and client-focused with deep expertise in delivering holistic investment strategies that empower financial advisors and their clients.


Brings a collaborative leadership style and a passion for advisor enablement, leveraging technology, data, and consultative planning tools to enhance the client experience and drive scalable, personalized advice. Skilled in cross-functional partnerships, compliance, and thought leadership, with a strong commitment to helping advisors grow their practices while delivering meaningful outcomes for investors. Dedicated to upholding values, excellence, integrity, and respect through innovative planning solutions.

Overview

2026
2026
years of professional experience
2
2
Certifications

Work History

Investment Product Manager / Portfolio Manager, Wealth Management

The Northern Trust Company
2007 - Current
  • Investment Product Manager and Portfolio manager responsible for the oversight of $10 billion in multi-asset solutions.
  • Responsible for the management, interpretation, and implementation of tactical asset allocation views across strategies as well as managing strategic asset allocation portfolios; partner with Portfolio Research to develop and enhance the strategies.
  • Collaborate closely with WM CIO, Asset Management CIO, Regional CIO’s, portfolio advisors, investment consultants, and other business partners. Chair the Centrally Managed Solutions Committee.
  • Deep familiarity with asset allocation, managed accounts, UMA’s, model portfolios, manager selection, performance, and attribution.
  • Present investment strategies, conduct national program update webinars, present at seminars and conferences, and provide in-depth, sophisticated insights into specific portfolio strategies.
  • Serve as the subject matter expert (SME) for sales support to multiple distribution channels, intermediary partners and advisors, including portfolio analysis and recommendations.

Trader

Rosenthal Collins Group LLC
01.2005 - 01.2007
  • Managed a proprietary trading book in cash Treasuries and Treasury futures.
  • Traded Energy commodities - crude oil calendar spreads and natural gas.
  • Yield curve trading and analysis, performed economic forecasting and planning.

Fixed Income Trader

SKTY Trading, LLC
01.2004 - 01.2005
  • Traded Treasury 30-year Bond basis electronically, yield curve analysis and trading, and economic forecasting and planning.

Fixed Income Trader

TransMarket Group, LLC
01.1997 - 01.2004
  • Traded all maturities of Treasury note and bond cash government securities sector of fixed income markets.
  • Traded futures electronically; traded yield curve, market maker in electronic 2-year note futures contributing to a 2000% increase in screen volume. Analyzed business and market trends.

Institutional Client Service Associate

Rand Financial Services Inc.
01.1991 - 01.1997
  • Lead associate of institutional client relations and developed derivative strategies with clients.
  • Responsible for the resolution of client problems and developed and improved client relationships.
  • Received, processed, and placed client orders, resolved client account exceptions, liaised between trading operations front office and back office.
  • Fulfilled client requests for product information, performance reporting, tax information, and research.

Education

Bachelor of Science - Finance

Roosevelt University
Chicago, Illinois

Skills

Product lifecycle management

Product development

Project planning

Direct experience in product strategy

Deep understanding of Broker-Dealer and RIA business

Extensive experience with how TAMPs function

Experience in Wealth Management

Excellent analytical skills

Certification

FINRA series 7: inactive

Timeline

Trader

Rosenthal Collins Group LLC
01.2005 - 01.2007

Fixed Income Trader

SKTY Trading, LLC
01.2004 - 01.2005

Fixed Income Trader

TransMarket Group, LLC
01.1997 - 01.2004

Institutional Client Service Associate

Rand Financial Services Inc.
01.1991 - 01.1997

Investment Product Manager / Portfolio Manager, Wealth Management

The Northern Trust Company
2007 - Current

Bachelor of Science - Finance

Roosevelt University
EDWARD VIRGILINVESTMENT PRODUCT MANAGER
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