Our People

EDGE has an experienced team of investment professionals dedicated to helping clients reach their investment goals.

+   Management Team
Todd A. Jablonski

Todd A. Jablonski, CFA – Chief Investment Officer, Head of Asset Allocation

Mr. Jablonski is the Chief Investment Officer at Edge Asset Management. Additionally, Mr. Jablonski is the Head of Asset Allocation and serves as a Portfolio Manager. He joined EDGE in 2010 and has been in the investment industry since 1998. Previously, he was an Executive Director and Portfolio Manager for UBS, and a Vice President and Portfolio Manager for Credit Suisse. He is currently a member of EDGE’s Investment & Risk Committee. He received an M.B.A. from New York University with a concentration in quantitative finance and a bachelor’s degree in economics from University of Virginia. Mr. Jablonski has earned the right to use the Chartered Financial Analyst designation.

Aleda M. Anderson

Aleda M. Anderson – Director, Strategy & Operations

Ms. Anderson is the Director of Strategy & Operations at Edge Asset Management. She joined EDGE in 2011 and has been in the investment industry since 1986. Previously, Ms. Anderson held various positions relating to the operation of Charles Schwab’s mutual fund supermarket, including Vice President and General Manager. She was most recently Vice President of distribution services for the Schwab funds and Laudus funds. Ms. Anderson attended San Francisco State University, where she studied Philosophy and Religion.

Jaime M. Kiehn

Jaime M. Kiehn, CFA – Managing Director, Product Specialist

Ms. Kiehn is the Managing Director, Product Specialist at Edge Asset Management. She joined EDGE in 2010 and has been in the investment industry since 2002.  Previously, she was a Team Leader of Investment Product Management at Putnam Investments.  She received an M.B.A. from the Carroll School of Management at Boston College with a concentration in change and leadership and a bachelor’s degree in management with a concentration in finance and economics from Tulane University.  Ms. Kiehn has earned the right to use the Chartered Financial Analyst designation.

+   Equity Team
Daniel R. Coleman

Daniel R. Coleman – Head of Equities, Portfolio Manager

Mr. Coleman is the Head of Equities at Edge Asset Management and also serves as a Portfolio Manager. He joined EDGE in 2001 and has been in the investment industry since 1979. Previously, he was Vice President and Senior Business Manager for Info Space, Inc./Go2Net, Inc. His background also includes positions with Brookhaven Capital Management, LLC/Clyde Hill Research and Ragen MacKenzie. Mr. Coleman received an M.B.A. from New York University and a bachelor's degree in finance from the University of Washington.

David W. Simpson

David W. Simpson, CFA – Portfolio Manager

Mr. Simpson has been a Portfolio Manager at Edge Asset Management since 2003 and has been in the investment industry since 1986. Previously, he was Chief Investment Officer and Managing Director at Summit Capital Management and from 1993 to 2001, he was a Portfolio Manager for WM Advisors, Inc., the predecessor to Edge Asset Management. He received an M.B.A. in finance from the University of Wisconsin and a bachelor’s degree in agricultural sciences from the University of Illinois. Mr. Simpson has earned the right to use the Chartered Financial Analyst designation.

Cliff Remily

Cliff Remily, CFA – Portfolio Manager

Mr. Remily is a Portfolio Manager at Edge Asset Management. He joined EDGE in 2015 and has been in the investment industry since 2000. Previously, he was Executive Vice President and Portfolio Manager at PIMCO. Prior to that he was a Managing Director and Portfolio Manager at Thornburg Investment Management. He received an M.B.A. from the University of Southern California, Marshall School of Business and a bachelor's degree in business administration from the University of Washington. Mr. Remily has earned the right to use the Chartered Financial Analyst designation.

Theodore Jayne

Theodore Jayne, CFA – Portfolio Manager

Mr. Jayne is a Portfolio Manager at Edge Asset Management.  He joined EDGE in 2015 and has been in the investment industry since 1998.  Previously, he was a Managing Director and Portfolio Manager at Wellington Management Company, LLP.  He received a bachelor’s degree in Anthropology from Harvard University.  Mr. Jayne has earned the right to use the Chartered Financial Analyst designation.

Sarah E. Radecki

Sarah E. Radecki, CFA – Director of Equity Research

Ms. Radecki is the Director of Equity Research at Edge Asset Management. She joined EDGE in 1999 and has been in the investment industry since 1998. Previously, she was an Equity Research Analyst for William O’Neil & Company. She received a master's degree in economics from the University of California at Santa Barbara and bachelor's degrees in political science and economics from Saint Mary’s College of California. Ms. Radecki has earned the right to use the Chartered Financial Analyst designation.

Nedret Vidinli

Nedret Vidinli, CFA – Associate Portfolio Manager/Sr. Investment Analyst

Mr. Vidinli is an Associate Portfolio Manager and Senior Investment Analyst at Edge Asset Management. He joined EDGE in 2010 and has been in the investment industry since 1996. Mr. Vidinli has worked in a variety of capacities in and around the Financial sector. Previously, he was a Senior Analyst for FSI Group, Inc. providing fundamental research coverage for Financials, an Associate Director for Fitch Ratings, and an Associate National Bank Examiner for the U.S. Department of Treasury – Comptroller of the Currency. He received an M.B.A. from Benedictine University and a bachelor's degree in business administration and finance from Drake University. Mr. Vidinli has earned the right to use the Chartered Financial Analyst designation.

Lauren Choi

Lauren Choi – Senior Investment Analyst

Ms. Choi is a Senior Investment Analyst at Edge Asset Management. She joined EDGE in 2013 and has been in the investment industry since 2003. Previously, she was a Vice President at JP Morgan Securities with over 10 years experience as a Software Equity Research Analyst. She received a bachelor’s degree in biomedical engineering from Johns Hopkins University.

Michael L. Gill-More

Michael L. Gill-More, CFA – Investment Analyst

Mr. Gill-More is a Senior Investment Analyst at Edge Asset Management. He joined EDGE in 2005 and has been in the investment industry since 1997. Previously, he was in the research department for Star Investment Advisors. He received an M.B.A. and a bachelor's degree in economics and political science from the University of Washington. Mr. Gill-More has earned the right to use the Chartered Financial Analyst designation.

Frank (Trip) Brannen

Frank (Trip) Brannen, CFA – Equity Analyst

Mr. Brannen is an Equity Analyst at Edge Asset Management. He joined EDGE in 2016 and has been in the investment industry since 2009. Previously, he was a Portfolio Manager for Parametric Portfolio Associates. Prior to that, he worked at PIMCO supporting the firm’s equity income products. He received a master’s degree in computational finance from the University of Washington and bachelor’s degree in mathematics and actuarial science from the University of Tennessee at Chattanooga. Mr. Brannen has earned the right to use the Chartered Financial Analyst designation.

Robert K. Furutani

Robert K. Furutani – Equity Trader

Mr. Furutani is an Equity Trader at Edge Asset Management. He joined EDGE in 1999 and has been in the investment industry since 1996. Previously, he was a Securities Trader for a private trust company. He received a bachelor’s degree in economics and international studies from the University of Washington. Mr. Furutani is a board member of the Seattle Security Traders Association, a Chartered Mutual Fund Counselor and an Accredited Asset Management Specialist.

+   Fixed Income Team
Gregory L. Tornga

Gregory L. Tornga, CFA – Head of Fixed Income, Portfolio Manager

Mr. Tornga is Head of Fixed Income at Edge Asset Management and also serves as a Portfolio Manager. He joined EDGE in 2011 and has been in the investment industry since 2002. Previously, Greg was a Senior Vice President for Payden & Rygel Investment Management in Los Angeles, where he served as the Head of Investment Grade Credit Strategy. He received an M.B.A. from the Argyros School of Business and Economics at Chapman University and a bachelor’s degree from the University of Michigan. Mr. Tornga has earned the right to use the Chartered Financial Analyst designation.

John R. Friedl

John R. Friedl, CFA – Portfolio Manager

Mr. Friedl is a Portfolio Manager at Edge Asset Management. He joined EDGE in 1998 and has been in the investment industry since 1998. Previously, he was an Agency Coordinator for Northern Life. He received a master's degree in finance from Seattle University and a bachelor's degree in communications and history from the University of Washington. Mr. Friedl has earned the right to use the Chartered Financial Analyst designation.

Scott J. Peterson

Scott J. Peterson, CFA – Portfolio Manager

Mr. Peterson has been a Portfolio Manager at Edge Asset Management since 2002 and has been in the investment industry since 1989. Previously, he held varying positions at Russell Investment Group, Standish, Ayer & Wood, Inc., and Moody’s Investors Service. He received an M.B.A. from New York University and a bachelor's degree in mathematics from Brigham Young University. Mr. Peterson has earned the right to use the Chartered Financial Analyst designation.

Ryan P. McCann

Ryan P. McCann, CFA – Portfolio Manager

Mr. McCann has been a Portfolio Manager at Edge Asset Management since 2010 and has been in the investment industry since 1993. Previously, he was a Portfolio Manager and Trader of Structured Mortgage Products for Columbia Asset Management. He received a bachelor’s degree in business administration from Washington State University. Mr. McCann has earned the right to use the Chartered Financial Analyst designation.

Marshall E. Pitcher

Marshall E. Pitcher, CFA – Sr. Investment Analyst

Mr. Pitcher is a Senior Investment Analyst at Edge Asset Management. He joined EDGE in 2000 and has been in the investment industry since 1996. Previously, he was an Equity Analyst for Dynamic Capital Management. He received a bachelor's degree in finance from the University of South Florida. Mr. Pitcher has earned the right to use the Chartered Financial Analyst designation.

Jian Zhang

Jian Zhang, CFA – Sr. Investment Analyst

Ms. Zhang is a Senior Investment Analyst at Edge Asset Management. She joined EDGE in 2005 and has been in the investment industry since 2001. Previously, she was an Investment Analyst with Employees Retirement Systems of Texas. She received an M.B.A. in finance from Southern Methodist University and a bachelor's degree in international finance management from the Central University of Finance and Economics. Ms. Zhang has earned the right to use the Chartered Financial Analyst designation.

Casey D. Kaelin

Casey D. Kaelin, CFA – Investment Analyst

Mr. Kaelin is an Investment Analyst at Edge Asset Management. He joined EDGE in 2005 and has been in the investment industry since 1999. Previously, he was an Operations Analyst for Safeco Asset Management. He received a bachelor’s degree in business administration from Western Washington University. Mr. Kaelin has earned the right to use the Chartered Financial Analyst designation.

+   Global Asset Allocation Team
Todd A. Jablonski

Todd A. Jablonski, CFA – Chief Investment Officer, Head of Asset Allocation

Mr. Jablonski is the Chief Investment Officer at Edge Asset Management. Additionally, Mr. Jablonski is the Head of Asset Allocation and serves as a Portfolio Manager. He joined EDGE in 2010 and has been in the investment industry since 1998. Previously, he was an Executive Director and Portfolio Manager for UBS, and a Vice President and Portfolio Manager for Credit Suisse. He is currently a member of EDGE’s Investment & Risk Committee. He received an M.B.A. from New York University with a concentration in quantitative finance and a bachelor’s degree in economics from University of Virginia. Mr. Jablonski has earned the right to use the Chartered Financial Analyst designation.

Charles D. Averill

Charles D. Averill, CFA – Portfolio Manager

Mr. Averill is a Portfolio Manager at Edge Asset Management. He joined EDGE in 1990 and has been in the investment industry since 1990. Previously, he was a Professor of Economics at Gonzaga University. He received a master’s degree in economics from Princeton University and a bachelor’s degree in economics from Reed College. Mr. Averill has earned the right to use the Chartered Financial Analyst designation.

Crystal M. Lockwood

Crystal M. Lockwood – Investment Analyst

Ms. Lockwood is an Investment Analyst at Edge Asset Management. She joined EDGE in 2000 and has been in the investment industry since 2000. Previously, she was a systems specialist at Paccar Leasing. Ms. Lockwood received a bachelor’s degree in business administration from the University of Washington.

+   Risk & Analytics Team
Karl Katsube

Karl Katsube – Risk & Analytics Manager

Mr. Katsube is a Risk & Analytics Manager at Edge Asset Management.  He joined EDGE in 2011 and has been in the investment industry since 1996.  Previously, he has held various roles including Portfolio Manager at Pacific Capital Funds and Head of Equity Research IT at UBS Warburg, Japan. Mr. Katsube received a bachelor’s degree from the University of California, Berkley.  In addition, Mr. Katsube has completed graduate studies in international economics and development studies from Sophia University in Japan.

Richard R. McClung

Richard R. McClung – Risk & Analytics Analyst

Mr. McClung is a Risk & Analytics Analyst at Edge Asset Management. He joined EDGE in 2000 and has been in the investment industry since 1999. Previously, he was a Compliance Specialist at WM Shareholder Services. Mr. McClung received a bachelor's degree in economics from San Jose State University.

+   Sales and Marketing Team
Jaime M. Kiehn

Jaime M. Kiehn, CFA – Managing Director, Product Specialist

Ms. Kiehn is the Managing Director, Product Specialist at Edge Asset Management. She joined EDGE in 2010 and has been in the investment industry since 2002.  Previously, she was a Team Leader of Investment Product Management at Putnam Investments.  She received an M.B.A. from the Carroll School of Management at Boston College with a concentration in change and leadership and a bachelor’s degree in management with a concentration in finance and economics from Tulane University.  Ms. Kiehn has earned the right to use the Chartered Financial Analyst designation.

David D. Roll

David D. Roll, CFA – Product Specialist

Mr. Roll is a Product Specialist at Edge Asset Management.  He joined EDGE in 2010 and has been in the investment industry since 1995.  Previously, he held various positions in sales, relationship management, consultant relations and analytical roles at Morley Financial Services, Russell Investment Group, Russell/Mellon and U.S. Bancorp Asset Management.  Most recently, Mr. Roll was responsible for sales, consultant relations and relationship management for Morley’s institutional channel.  He received a bachelor’s degree in Business Administration with a concentration in finance from the University of Puget Sound. Mr. Roll has earned the right to use the Chartered Financial Analyst designation.

Adrienne E. Schoendorf

Adrienne E. Schoendorf, CFA – Associate Product Specialist

Ms. Schoendorf is an Associate Product Specialist at Edge Asset Management.  She joined EDGE in 2015 and has been in the investment industry since 2007. Previously, she was a Portfolio Analyst at William Blair & Company. She received bachelor’s degrees in finance and economics from Susquehanna University. Ms. Schoendorf has earned the right to use the Chartered Financial Analyst designation.

Alexis N. C. Nigoghosian

Alexis N. C. Nigoghosian – Marketing Analyst

Ms. Nigoghosian is a Marketing Analyst at Edge Asset Management.  She has been in the investment industry since 2015 when she joined EDGE. Ms. Nigoghosian received a bachelor’s degree in business administration with majors in finance, economics and management from the University of Denver. Ms. Nigoghosian is a Chartered Financial Analyst Level II Candidate.