Ava Arjmand

Ms. Ava Arjmand is a Vice President & Portfolio Manager at Edge Advisors LLC.
Ms. Arjmand collaborates with Senior Financial Advisors to oversee portfolios, generate investment recommendations, and communicate actions and performance to clients.
She is also responsible for working in collaboration with the firm’s strategy team to formulate investment views and implement these views in client portfolios- consistent with their unique investment objectives.
She now focuses her time on the financial planning team at Edge, as well as capital markets research, strategy due diligence, and idea generation that is implemented across Edge client portfolios.
Ms. Arjmand began her career at Merrill Lynch in 2007.
In her role as a Private Wealth Relationship Manager, Ms. Arjmand supported the team’s business objectives by delivering comprehensive wealth management and investment advice to ultra-high net worth individuals and their families.
She primary focused in building and maintaining trusted client relationships by taking a personalized and proactive approach to managing their needs on a day to day basis.
In addition to her role as Private Wealth Relationship Manager, Ms. Ava helped make prudent investment decisions and implement tactical changes to her clients’ investment portfolios.
She obtained her B.B.A with concentrations in Marketing and Finance from the University of Georgia.