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Edelman Financial Engines is an American financial planning and investment advisory company. As of December 31, 2023, it has more than $270 billion in assets and more than 1.3 million clients. [6] [7] The company was formed by the 2018 merger of Financial Engines (founded in 1996) and Edelman Financial Services (founded in 1986).
In July 2001, Edelman's book Ordinary People, Extraordinary Wealth appeared at #1 in the paperback "Advice, How-to and Miscellaneous" category of the New York Times Best Seller list. [14] Barron's ranked Edelman the #1 Independent Financial Advisor in the United States in 2012. [15] In 2019, Barron's added Edelman to its Financial Advisors Hall ...
David J. Adelman (born March 11, 1972) is an American businessman and entrepreneur. He is the CEO of Campus Apartments, the co-founder and Vice Chairman of FS Investments, and the Founder of Darco Capital.
Joseph Edelman (born 1955) is an American hedge fund manager who founded Perceptive Advisors, a New York City-based hedge fund specializing in the healthcare sector and biotechnology. [1] He helped take biotech firms public via the use of special-purpose acquisition companies .
Perceptive Advisors was founded in July 1999 by Joseph Edelman.Edelman was previously a senior analyst at Aries Fund, a Paramount Capital Asset Management biotechnology hedge fund as well as a senior bBiotechnology analyst at Prudential Securities.
Western & Southern Financial Group, also commonly referred to as Western & Southern, is the Cincinnati, Ohio-based parent company of a diversified group of financial services subsidiaries with $112.2 billion in assets owned and managed as of Dec. 31, 2023. [2]
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