Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Edward L. Condon

Olathe,KS

Summary

Seasoned financial services industry professional. Extensive experience in municipal bonds. Strong communication and interpersonal skills.

Overview

31
31
years of professional experience

Work History

Director, Capital Markets & Financial Strategy

RE Nectar, Inc.
06.2022 - 11.2024

Created a novel Security Exempt from Registration under Regulation D, particularly suited to the qualified accounts of Accredited Investors.

Portfolio Manager / IAR

SWBC Investment Company
07.2020 - 06.2022

Managed municipal bond focused portfolios for high net worth individuals.

Portfolio Manager / Managing Member

Design Asset Management, LLC
04.2014 - 07.2020

Founded an SEC Registered Investment Advisor. Managed municipal bond portfolios for high net worth and ultra-high net worth individuals. Had operational control including compliance.

Portfolio Manager

Sterneck Capital Management, LLC
10.1993 - 04.2014

Employed in numerous roles over time from analyst to Chief Operating Officer to Portfolio Manager to business development. Managed diversified fixed income portfolios (with a concentration in municipal bonds) for high net worth and ultra-high net worth individuals.

Education

Bachelor of Arts - Economics

Fairfield University
Fairfield, CT

Skills

  • MS Office Suite
  • Bloomberg Terminal
  • Relationship building
  • Verbal and written communication

Affiliations

  • Member of the Board of Directors, Conestoga Energy Holdings, LLC

Timeline

Director, Capital Markets & Financial Strategy

RE Nectar, Inc.
06.2022 - 11.2024

Portfolio Manager / IAR

SWBC Investment Company
07.2020 - 06.2022

Portfolio Manager / Managing Member

Design Asset Management, LLC
04.2014 - 07.2020

Portfolio Manager

Sterneck Capital Management, LLC
10.1993 - 04.2014

Bachelor of Arts - Economics

Fairfield University
Edward L. Condon