Managing Director, BV Group- UBS Private Wealth Management
Ed Ventrice is a founding member of BV Group, a team with over 2 billion in assets under advisement. He has over 27 years experience in wealth management, supporting the needs of corporate executives, business owners, multi-generational families and professional athletes.
He is nationally recognized as a top advisor by Barron’s, Forbes and Financial Times. Ed holds the CPA (worked with top National Accounting Firm), CFP and the CIMA (Certified Investment Management Analyst) designations through Wharton School of Business, University of Pennsylvania. He is also a Certified Exit Planning Advisor (CEPA®) and frequently helps business owners with all phases of their transition strategy.
In addition, Ed is an Advisor in UBS’ Private Wealth Advisor Group, comprised of a limited number of professionals, dedicated to the ultra-wealthy segment. The team’s bench-strength and specialized skill set enables them to solve their clients’ most complex issues. Above all, BV Group values each relationship and shares in the joy when the client reaches their life’s goals.
Ed and Elyse reside in Boca Raton with their five children. They enjoy fitness, biking, tennis, travel and cooking. Ed is actively involved with various boards and several charities