Edgewater Asset Management is based in the Hampton Roads area of Virginia, though we cater to clients all over the country. We gained our professional training and practical experience while working in various financial institutions in New York City and Northern California. We bring over 45 years of investment experience to our clients, and directly to all our portfolios. We strive to outperform for our clients, but always work to stay diversified and minimize risk.

 
Meet Our Managing Directors

Steven E. Winter, Certified Financial Manager (CFM): graduate of Old Dominion Univ. (BS) and Case Western Reserve Univ. (MBA)

Mr. Winter brings a wide range of experience to EAM.  He currently serves as chairman of  a university endowment investment committee, which provides insight to what a variety of top managers are thinking. He is an advisor to a venture capital fund, which makes him aware of leading edge technology and opportunities.  He serves on various boards and economic organizations. Previously, Mr. Winter helped start a technology company in Silicon Valley and worked within a risk management group at Merrill Lynch focusing on the energy industry.

Lynne M. Mallory, Chartered Financial Analyst (CFA): graduate of Georgetown Univ. (BA)

Ms. Mallory has experience on all sides of the financial markets.  Before moving to Virginia, Ms. Mallory traded on Wall Street for eleven years; she has experience in bonds, equities, and currencies.  As manager of investment partnerships and Trustee on a number of Trusts throughout the Northeast, she has many years experience investing for the long term with various priorities. A guest lecturer for university courses and quoted financial advisor, Ms. Mallory currently serves on a variety of boards such as the Virginia Council for Economic Education.  She currently chairs the Community Investment Fund for the United Way of South Hampton Roads.