Edward Travaglianti
Managing Partner - Senior Portfolio Manager
Edward J. Travaglianti is one of the founding Managing Partners of The Cullinan and Travaglianti Group, a Family Wealth Management Office and an affiliate of LPL Financial. After graduation from Chaminade High School in 1999, Ed attended Colgate University, where he graduated in 2003 with a double major in History and Economics. Upon graduation from Colgate, Ed joined Chapdelaine and Co., where he traded Corporate and Municipal Bonds. When Tullett Prebon purchased Chapdelaine in 2012, Ed was promoted to Managing Director and Head of the South West Regional Trading Desk. In 2015, Ed made the move to Investment Management, and joined TD Private Client Group, where he was a Vice President and Fixed Income Specialist for three years.
Ed is also a graduate of New York University Leonard N. Stern School of Business, where he earned an MBA in Corporate Finance in 2012. He is a qualified and licensed Portfolio Manager, holding Series 7 and 66 designations, along with the New York Health and Life License. In addition to providing advice and guidance to clients, Ed personalizes investment strategies to help each client reach their goals and objectives.
Supporting Community endeavors is also an integral part of Ed's personal and professional support through The Cullinan and Travaglianti Group. He is a member of the Board of Directors of The Don Monti Memorial Research Foundation, a member of the Corporate Advisory Board of the Cold Spring Harbor Labratory, the Treasurer of his beloved Winter Club, and additionally he has supported the efforts of The Long Island Alzheimer's Foundation, as a member of their Golf Committee and an Honoree at a 2018 Event. Ed resides in Cold Spring Harbor with his wife Amy, and their three children Britton, Blair and Luke.
Edward Travaglianti Business Experience
- Chapdelaine and Co., New York, NY- June 2003-December 2011, South West Regional Trading Desk Manager, Jan 2008-Dec 2015
- Tullett Prebon- New York, NY. January 2012-December 2015, Managing Director
- TD Private Client Group- January 2016-January 2019, Vice President
- The Cullinan and Travaglianti Group- January 2019-Present, Managing Partner.
Education
- Chaminade High School, Mineola, NY, September 1995-June 1999
- Colgate University, Hamilton, NY, September 1999-May 2003, B.A.
- New York University Leonard N. Stern School of Business, New York, NY, January 2009-May 2012, MBA Corporate Finance
- Series 66 and Series 7 Designations. New York State Health, Accident, and Life Insurance LicenseĀ