Ed has been in the investment industry since 2005 and joined Stifel in 2020, previously working for Citigroup, Morgan Stanley Smith Barney, and Wells Fargo Advisors. He earned a Bachelor of Arts from the University of Puget Sound and was trained by Dorsey Wright & Associates in technical analysis. He holds Series 7, 31, 63, and 65 securities licenses.
Outside the office, Ed is passionate about experiencing the Pacific Northwest waters cruising and racing his Tartan sailboat. He is a lifelong learner who enjoys reading about history and the markets, golfing, and traveling with his family. Ed has been married to his wife, Annette, for 30 years and they have one adult daughter. Ed and Annette are members of the Meydenbauer Bay Yacht Club in Bellevue and live in Kirkland, Washington. Ed is active at Holy Family Parish in Kirkland and served as a member of the University of Puget Sound executive alumni council and Emerald City Rotary Club for 17 years.
Lauren Boone joined Stifel in December 2015. Along with maintaining administrative business functions and serving clients as needed, Lauren leverages her diverse skill set to provide operational and marketing support.
Lauren has a strong background in client communications and public relations. She previously worked as a Content Manager at a local business marketing agency, 4th Avenue Media, and served the Microsoft Corporate Public Relations (PR) and Windows PR teams as an Assistant Account Executive at Waggener Edstrom. After graduation, Lauren worked in Milan, Italy, supporting regional Amazon Italy PR efforts at a boutique agency, Mirandola Comunicazione.
Eager to learn and serve in a dynamic, fast-changing industry, Lauren supports Ed in providing personalized client service and a fresh point of view. She holds Series 7 and 63 securities licenses. A Pacific Northwest native, she enjoys traveling, hiking, spending time with friends and family, and attending live music events.
Certificates
Licenses
Awards
Education
AR State License
CA State License