Ed Butowsky, managing partner of Chapwood Investments, LLC has the unique ability to recognize how current events affect investment portfolios.
An internationally recognized expert in the investment wealth management and personal finance industry, he was featured in “Broke,” the critically acclaimed ESPN “30 for 30” documentary that chronicles professional athletes and their financial experiences, and in the most popular Sports Illustrated article ever: “How (and Why) Athletes Go Broke.”
Celebrities and athletes count on Ed to provide advice on everything from contract negotiations and agent disputes to family finances and how people with money can take steps to keep it.
Ed is a mentor to up-and-coming athletes and their parents, but it isn’t only public figures who seek his advice. Private individuals come to him in search of new strategies for their financial concerns. Ed is best known for his straight talk and his willingness to roll up his sleeves and find solutions to issues that others want no part of.
His more than 25 years in the financial services industry began at Morgan Stanley, where he was a senior vice president in private wealth management. In his 18 years there, he was the firm’s top producer nationally as well as the first adviser to surpass $1 billion in assets under management. He was recognized as a member of both the Chairman’s Club and the Equity Club, distinctions reserved for only the top advisers at Morgan Stanley.
Ed’s unique talent for taking a news story, explaining if and how it affects people’s finances and offering suggestions for action has made him a sought-after commentator, and he has appeared hundreds of times on CNN, ABC, CBS, NBC, CNBC, Fox Business News, FOX News Channel, Bloomberg TV and China TV. Ed is often seen on “Varney and Co,” “Closing Bell,” “Street Signs,” “Your World w/ Cavuto,” “America Live with Megyn Kelly,” “Willis Report,” “America’s News HQ,” “Taking Stock with Pimm Fox” and “Wilkow! with Andrew Wilkow.”
Ed has appeared on TheBlaze TV and is a Blaze Branded Contributor for The Blaze online. Additionally, he is an op-ed contributor who has written articles relating to financial topics for National Center for Policy Analysis, FoxBusiness.com, FoxNews.com, Breitbart.com and others. He was a keynote speaker at the American Bar Association Bankruptcy Division and was featured in the PBS Frontline interview “To Catch a Trader.” Ed serves as a Board Member for Reclaim New York, a non-partisan, non-profit think tank dedicated to advancing a grassroots conversation about the future of New York, it’s economy and it’s people.
Ed regularly talks about wealth management and other timely subjects related to finance and investment on radio shows around the country, including “Mad Dog Radio” and “Bloomberg Radio.” He was featured as one of seven financial coaches/experts in the first-of-its-kind online reality series, “The Invested Life,” a nine-month series that featured real people facing common investment concerns and their journey to take control of their finances. (www.theinvestedlife.msn.com)
Ed has lectured at Yale University, NYU Stern School of Business and SMU Cox School of Business, and he speaks to financial advisers throughout the U.S. on how to manage portfolios properly.
He is the originator of the CHIP score, the first metric designed to evaluate and score a portfolio’s strength based on all elements that attribute to performance: rate of return, risk, inflation, taxes, management fees and investment fees. He is also the creator of the Chapwood Index, a real cost of living index that shows, on a quarterly basis, a more accurate figure than the Consumer Price Index for cost of living increases in the nation’s top 50 major metropolitan areas.
In 2005, Ed launched Chapwood Investments, LLC, a private wealth management advisory firm that focuses on providing comprehensive financial counseling and investment advice to wealthy families and individuals. Under the management of Ed and his partner, Kim Sams, Chapwood Investments was awarded the 2015 Alternative Investment Award for Excellence in Investment Wealth Management – USA.
A respected member of the Greater Dallas community, Ed lives with his wife and 2 children in Plano, Texas. He is an avid tennis and golf player.
Ed is an accomplished speaker on a variety of investment topics.
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