Edward Waring Karppi

Employer firm

Verdence Capital Advisors, LLC CRD 288512

$4.63B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 09/2021
  Mangham Associates, Inc.
  Charlottesville, VA
• 10/2021 → 02/2022
  Unemployed
  Esmont, VA
• 03/2022 → Present
  Verdence Capital Advisors, Llc
  Hunt Valley, MD

Previous Registrations

• 2016-01-07 → 2021-10-26
  Mangham Associates, Inc.
  Charlottesville, VA
• 2014-03-10 → 2015-12-08
  Strategent Financial, Llc
  Harrisonburg, VA
  Washington, DC

Other Businesses

Name of business: St. Albans School /// Investment related: No /// Address: Mount St. Alban, Washington, DC 20016-5069 /// Relationship: Investment subcommittee member /// Start date: January 2012 /// Approx hours: 1-2 hrs/month /// During trading hours: None /// Description of duties: Endowment investment committee member; asset allocation per investment policy. Investment fund review

Designations

• Chartered Financial Analyst