ABOUT VERUS

Edward Hoffman

Leadership

Mr. Edward Hoffman, CFA, FRM

Mr. Edward Hoffman, CFA, FRM

Managing Director | Senior Consultant

Mr. Hoffman brings over 20 years of experience to his clients, providing strategic investment advice to ensure that clients meet their long‐term investment objectives. He serves as lead consultant to both public and Taft-Hartley benefits plans.

Before joining Verus in 2011, Mr. Hoffman served institutional clients at Legg Mason and Prudential. In addition to his client service responsibilities at Legg Mason, he served on the asset management division operating committee and Legg Mason Funds valuation committee, led corporate development initiatives including several related to the 2005 acquisition of Citigroup’s asset management division, and managed a variety of product development initiatives. Today, his work in risk‐based advisory services provides an additional and valuable perspective to his non‐discretionary clients.

Mr. Hoffman earned a bachelor of science (BS) in industrial management with college and university honors from Carnegie Mellon University, where he earned membership into Beta Gamma Sigma and Mortar Board honor societies. He earned a master’s degree in business administration (MBA) from the Harvard Business School. He is a CFA charter holder (Chartered Financial Analyst) and is certified as a Financial Risk Manager (FRM). He is also a member of the CFA Society of Los Angeles and the Global Association of Risk Professionals (GARP)