Operations Manager
Edward Smith joined Vertex in 2021 as a Data Analyst. As the firm’s Operations Manager, Edward has primary responsibility for Vertex’s technology platforms, account performance reporting, reconciliation, and billing. He earned both a Bachelors and Masters of Science for Physiology from Illinois State University and currently holds his Series 7, 63, and 65 with LPL Financial.
Edward grew up in Naperville and currently resides in Lemont, IL.
Managing Partner
Managing Partner
Managing Partner
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Senior Wealth Advisor
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