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Edward Terwilliger

Edward Terwilliger

Senior Investment Analyst and Head Trader at Foster Dykema Cabot & Partners, LLC

Boston, MA , United States

About

Edward Terwilliger is the Senior Investment Analyst and Head Trader at Foster Dykema Cabot & Partners, based in Boston, MA. In this leadership role, he oversees portfolio construction, trading operations, and investment research, with a focus on equity and fixed income strategies for high-net-worth and institutional clients. His responsibilities include market analysis, trade execution, and implementing asset allocation decisions across public equities, credit instruments, and alternative investments.

Terwilliger has demonstrated expertise across multiple asset classes, including U.S. equities, corporate and municipal bonds, and multi-asset portfolios. Prior to joining Foster Dykema Cabot in 2022, he served as a Portfolio Analyst at Hightower Advisors, where he specialized in portfolio analytics and investment research, and as a Credit Analyst at The Washington Trust Company, analyzing commercial and consumer credit risk.

He holds a Bachelor of Science in Finance from the University of Rhode Island and has completed Level II of the CFA Program. Terwilliger is recognized for his analytical rigor and skill in cross-asset trading, having contributed to portfolio optimization and risk management initiatives within the investment advisory space.

Career History

OrganizationRoleDate RangeDetails
Foster Dykema Cabot & PartnersSenior Investment Analyst and Head TraderJan 2022 to Present
Hightower AdvisorsPortfolio AnalystSep 2016 to Dec 2021
The Washington Trust CompanyCredit AnalystJul 2015 to Sep 2016
Fire Island FerriesCaptainMay 2011 to Jul 2015
50-Tonne Master Captain.
The Washington Trust CompanyWealth Management InternFeb 2015 to May 2015
State of Rhode IslandPension Investment InternNov 2014 to Jan 2015

Education

University of Rhode Island

Bachelor of Science (B.S.), Finance, General

2011 2015

Skills & Expertise

Strategic Planning
Budgets
Microsoft Excel
Project Management
Risk Management
Financial Analysis
Business Strategy
Analysis
Management
Quantitative Finance
Leadership
Public Speaking
Analytical Skills
Portfolio Management
Investments
Research

Others at Foster Dykema Cabot & Partners, LLC (3)

NameRoleLocation
V
Vikram Soorma
Partner, Portfolio ManagerWaltham, MA , United States
E
Ed Terwilliger
Senior Investment Analyst and Head TraderBoston, MA , United States
Jeff McGrew
Jeff McGrew
Chief Investment OfficerBoston, MA , United States

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