Ethan Caldarelli, CFA

Ethan, an investment professional, possesses a strong background in portfolio management and security analysis. His meticulous attention to detail serves him well as he actively contributes as a member of the Atlantic Edge investment committee alongside colleagues Rob and Matt. Ethan’s unwavering work ethic and commitment to clients drive him to conduct thorough research and propose investment ideas.
 

Before joining Atlantic Edge, Ethan spent four years at BDO Wealth Advisory, where he skillfully managed client portfolios and participated in BDOWA’s due diligence committee. A proud graduate of the University of North Florida, Ethan holds a finance degree with a minor in economics. He demonstrated his expertise in investment management and financial analysis by achieving the designation of Chartered Financial Analyst in 2023. 
 

Beyond the office, Ethan spends most of his time with his wife Katie and extended family in the Jacksonville area.