Edward J. Stavetski

Phone: 610-***-****

ad1350@r.postjobfree.com

*** * ***** ******

Wayne, PA 19087

Over the past 25 years in the financial industry. I have produced extensive research and data analysis in developing pro-forma analysis, forecasts, budgets and risk analysis. Included in my experience was identifying M&A opportunities in private equity and venture capital. In addition, developed market strategies, interest rate forecasts and ad-hoc financial models.

Education/Designations

BA West Virginia University 1989

Studied Chemistry and Chemical Engineering

LIFA Licensed International Financial Analyst 2008

Professional Associations

U.S. Advocacy Committee (USAC) of the Association for Investment Management and Research (now CFA Institute) (5 years)

CFA Institute Annual Conference Committee (4 years)

President and Board of Director - Financial Analysts of Philadelphia, Inc. (5 years)

Chairman CFA Institute Continuing Education Committee (10 years)

Board of Directors Adult School Night Chester County (4 years)

Board of Directors Arden Theatre (5 years)

Financial Experience

QVResearch, LLC -Wayne, PA 2019-Current

Senior Consultant

Due diligence and pro-forma analysis for mergers and acquisitions.

Developed white papers and research reports to build business cases.

Built valuation models, borrowing levels, asset allocation, and risk analysis.

Prepare analytical methods, monitor actual performance against budgeted figures, and provide variance analysis,

2009-2019

Whitford Advisory Services, LLC – Paoli, PA

Senior Consultant

Due diligence on real assets for acquisitions.

Developed white papers and research reports

Established budget and financial forecast models

Developed interest rate and economic forecasts

Developed large cap ETFs

Wilmington Family Office, Wilmington, DE 2007-2009

Chief Investment Officer

Developed econometric and pro forma financial models

Provided non-traditional asset allocations and research

Performed due diligence valuation for M&As.

CMG Investment Advisors, Radnor, PA 2005- 2007

Chief Investment Strategist

Provided asset allocation and performance attributions

Researched private equity and developed white papers

Produced economic and market commentary

Pitcairn Trust Company, Jenkintown, PA

Director of Research 2003-2005

Restructured research process reversing underperformance

Analyzed and monitored family real estate holdings

Served on the management committee overseeing the pension fund

PNC Financial Services Group, Wilmington, DE 2000-2003

Chief Investment Officer

Provided economic research on alternative assets

Due diligence on M&A deals

Managed Delaware Holding Companies

Asset allocation for family offices.

Prior Experience 1984-2000

Senior Investment Manager

Portfolio Manager and Research Analyst for asset managers

Investment officer for major Endowments (Univ of Penn, Johns Hopkins)

Credit analyst for Fixed Income Research Company

Publications

.

Books

Stavetski, Edward, Managing Hedge Fund Managers, J.B. Wiley and Sons, 2008.

(English & Chinese)

Publications

Street Insight (The Street.com)

Can Your Wealth Survive Traditional Asset Allocation

Company and Sector Analysis

The Edge (The Street.com)

Seeking Investment Alternatives – August 2005

Analyzed earnings reports

Pension Governance

Investing in Hedge Funds and Fund of Funds – 2006

CMG Outlook

How to Invest in Probabilities - January 2007

Quantitative Volatility Research Update

Real Estate Investment Trusts

Security Exchange COMMISSION CONFERENCES

Hedge Fund “Side Pockets” September 2006.

Compliance Issues for Alternative Asset Managers.

Computer Skills

Efficient in Microsoft Word, Excel, PowerPoint

references

Available upon request

Contact this candidate