Tad Edwards
Director/Board Member at CASS INFORMATION SYSTEMS, INC.
Net worth: 1 M $ as of 2024-04-29
Profile
Mr. Benjamin F.
Edwards, IV, is a Chairman, Chief Executive Officer & President at Benjamin Edwards, Inc., at Benjamin F.
Edwards & Co., Inc., an Independent Non-Executive Director at Cass Information Systems, Inc., a Chairman at CBMC of Greater St. Louis and a Member at CEO Forum.
He is on the Board of Directors at Cass Information Systems, Inc., Bogey Club and Missouri Historical Society.
Mr. Edwards is responsible for leading the firm’s development and directing the execution of its long-term, client-first strategies.
He ensures each initiative is grounded in the firm’s mission to empower financial advisors with the freedom to address their clients’ needs as they see fit in an atmosphere of trust, integrity, and mutual respect.
Before founding Benjamin F.
Edwards & Co., he held several executive positions at A.G.
Edwards, a firm founded by his great-great-grandfather.
He began his career in Human Resources, then worked with clients as an advisor, and eventually as a branch manager.
He moved to the firm’s corporate headquarters as a regional manager, and later directed the Sales and Marketing division.
He also served on the boards of directors for A.G.
Edwards, Inc. and its brokerage subsidiary, A.G.
Edwards & Sons, Inc. He was named vice chairman of the holding company board and appointed president of the brokerage firm in 2001.
A graduate of Trinity University in Chicago, he has also completed the Securities Industry Institute at the Wharton School of Business, the Graduate Management Program at Washington University, the Executive Leadership Program at the Harvard Business School, and a class at Washington University Law School.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
2024-04-17 | 24,512 ( 0.18% ) | 1 M $ | 2024-04-29 |
Tad Edwards active positions
Companies | Position | Start |
---|---|---|
CASS INFORMATION SYSTEMS, INC. | Director/Board Member | 2004-12-31 |
Missouri Historical Society
Missouri Historical Society Other Consumer ServicesConsumer Services The Missouri Historical Society provides historical museum agency services. The private company is based in St. Louis, MO. | Director/Board Member | - |
Benjamin F. Edwards & Co., Inc.
Benjamin F. Edwards & Co., Inc. Investment ManagersFinance Benjamin F. Edwards & Co., Inc. (BFE) is a SEC-registered investment advisor and broker/dealer headquartered in St. Louis, Missouri. The firm was founded in 2008 by Benjamin Edwards IV and Cynthia Böhme. They are a wholly-owned subsidiary of Benjamin Edwards, Inc. BFE provides advice to a wide variety of clients. Their services are provided through various wrap fee programs. | Chief Executive Officer | 2007-12-31 |
Bogey Club | Director/Board Member | 2010-06-27 |
CBMC of Greater St. Louis | Chairman | 2010-06-27 |
CEO Forum | Corporate Officer/Principal | - |
Benjamin Edwards, Inc.
Benjamin Edwards, Inc. Investment ManagersFinance Benjamin Edwards, Inc. is an independent registered investment advisor headquartered in St. Louis, Missouri. It was founded by Benjamin “Tad” Edwards IV in 2008. The firm provides advice to individual and institutional clients. | Chief Executive Officer | 2007-12-31 |
Former positions of Tad Edwards
Companies | Position | End |
---|---|---|
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Director/Board Member | 2007-09-30 |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | - |
░░░░░░ ░░░ ░░ ░░░░░░░ ░░░ ░░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
CASS INFORMATION SYSTEMS, INC. | Commercial Services |
Private companies | 9 |
---|---|
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Finance |
Benjamin F. Edwards & Co., Inc.
Benjamin F. Edwards & Co., Inc. Investment ManagersFinance Benjamin F. Edwards & Co., Inc. (BFE) is a SEC-registered investment advisor and broker/dealer headquartered in St. Louis, Missouri. The firm was founded in 2008 by Benjamin Edwards IV and Cynthia Böhme. They are a wholly-owned subsidiary of Benjamin Edwards, Inc. BFE provides advice to a wide variety of clients. Their services are provided through various wrap fee programs. | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
Missouri Historical Society
Missouri Historical Society Other Consumer ServicesConsumer Services The Missouri Historical Society provides historical museum agency services. The private company is based in St. Louis, MO. | Consumer Services |
United Way of Greater St. Louis
United Way of Greater St. Louis Miscellaneous Commercial ServicesCommercial Services United Way of Greater St. Louis raises and allocates funds for charities. The company was founded in 1922 and is headquartered in St. Louis, MO. | Commercial Services |
CEO Forum | |
Bogey Club | |
CBMC of Greater St. Louis | |
Benjamin Edwards, Inc.
Benjamin Edwards, Inc. Investment ManagersFinance Benjamin Edwards, Inc. is an independent registered investment advisor headquartered in St. Louis, Missouri. It was founded by Benjamin “Tad” Edwards IV in 2008. The firm provides advice to individual and institutional clients. | Finance |
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