James Foster
Director of Research - Equity at Edge Advisors LLC
Profile
Mr. James Foster, CFA MBA, is a Managing Director at Edge Advisors LLC.
Mr. Foster started his career in financial services as an equity analyst before joining Morningstar’s institutional consulting and asset management group.
After six years he moved to London to start Morningstar’s European consulting and asset management business before returning to Chicago in 2009.
From there he moved to Atlanta where most recently he was the CIO for Reliance Trust Co. of Georgia.
He is a graduate of Tufts University and the University of Chicago Booth School of Business.
Mr.Foster is also a Chartered Financial Analyst (CFA).
James Foster active positions
| Companies | Position | Start |
|---|---|---|
Edge Advisors LLC
 Edge Advisors LLC Investment ManagersFinance Edge Advisors LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2006 and is a subsidiary of Edge Capital Partners LLC. Edge Advisors provides comprehensive wealth management exclusively to individuals, families, and institutions with substantial wealth. | Director of Research - Equity | 31/05/2021 |
Former positions of James Foster
| Companies | Position | End |
|---|---|---|
Reliance Trust Co.
 Reliance Trust Co. Investment ManagersFinance Founded in 1975, Reliance Trust Co. is an investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Reliance Financial Corp. and their ultimate parent is Fidelity National Information Services, Inc. (NYSE: FIS). They provide investment, wealth management and financial services to individual, corporate and institutional clients worldwide. The firm offers a full array of services including: wealth management and personal advisory services, separate account management, money manager consulting, trust and fiduciary services, insurance, financial, estate and tax planning, retirement plans and investments, church and non-profit organization services and outsourcing services to financial intermediaries. | Chief Investment Officer | 31/01/2020 |
Training of James Foster
| Tufts University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Edge Advisors LLC
Edge Advisors LLC Investment ManagersFinance Edge Advisors LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2006 and is a subsidiary of Edge Capital Partners LLC. Edge Advisors provides comprehensive wealth management exclusively to individuals, families, and institutions with substantial wealth. | Finance |
Reliance Trust Co.
Reliance Trust Co. Investment ManagersFinance Founded in 1975, Reliance Trust Co. is an investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Reliance Financial Corp. and their ultimate parent is Fidelity National Information Services, Inc. (NYSE: FIS). They provide investment, wealth management and financial services to individual, corporate and institutional clients worldwide. The firm offers a full array of services including: wealth management and personal advisory services, separate account management, money manager consulting, trust and fiduciary services, insurance, financial, estate and tax planning, retirement plans and investments, church and non-profit organization services and outsourcing services to financial intermediaries. | Finance |
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