Meet the Minds Behind Your Wealth
A diverse team of seasoned financial analysts, strategists, and planners dedicated to securing your financial future.
Ethan Mitchell
Chief Financial Officer
With over 20 years of experience in corporate finance and asset management, Ethan leads PlanEdge with a vision for transparent and data-driven wealth creation.
Prior to PlanEdge, he managed a $5B portfolio for a major hedge fund.
Olivia Bennett
VP of Product
Olivia specializes in creating intuitive financial products that bridge the gap between complex market data and user-friendly investment tools.
James Carter
Senior Investment Analyst
James brings a rigorous analytical approach to portfolio selection, specializing in emerging markets and technology sectors.
We are always looking for talent
Do you share our passion for financial excellence? Join our team and help shape the future of wealth management.