Edward Terwilliger
Senior Investment Analyst and Head Trader at Foster Dykema Cabot & Partners, LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Foster Dykema Cabot & Partners | Senior Investment Analyst and Head Trader | Jan 2022 to Present | — |
| Hightower Advisors | Portfolio Analyst | Sep 2016 to Dec 2021 | — |
| The Washington Trust Company | Credit Analyst | Jul 2015 to Sep 2016 | — |
| Fire Island Ferries | Captain | May 2011 to Jul 2015 | 50-Tonne Master Captain. |
| The Washington Trust Company | Wealth Management Intern | Feb 2015 to May 2015 | — |
| State of Rhode Island | Pension Investment Intern | Nov 2014 to Jan 2015 | — |
Education
University of Rhode Island
Bachelor of Science (B.S.), Finance, General
2011 — 2015
Skills & Expertise
Others at Foster Dykema Cabot & Partners, LLC (3)
| Name | Role | Location |
|---|---|---|
V Vikram Soorma | Partner, Portfolio Manager | Waltham, MA , United States |
E Ed Terwilliger | Senior Investment Analyst and Head Trader | Boston, MA , United States |
| Chief Investment Officer | Boston, MA , United States |
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