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Ed Tan

Director - Data Solutions at Addepar

Ed Tan is the Global Head of Portfolio Data Management at Addepar, based in New York.2 He has been with the company since June 2016, progressing through roles including Analyst - Data Operations, Senior Lead - Data Solutions, and his current position as Director - Portfolio Data Management.2

In his current role, Ed oversees Portfolio Data Operations, Data Client Support, Data Client Projects, and Data Feed Onboarding across the US, UK, and India.2 He is passionate about leading and empowering teams, transforming data into insights, and tackling complex challenges with simple, effective solutions.1

Prior to joining Addepar, Ed held positions at prominent financial institutions:

  • Assistant Vice President in TMT Banking & Equity Syndicate Compliance at Barclays (2015-2016)
  • Trading Assistant in the Global Fixed Income Fund at Citadel Investment Group (2013-2015)
  • Analyst in Equities Sales Support at Barclays Investment Bank (2010-2013)2

Ed holds a Bachelor's Degree from Rutgers University (2006-2010) and possesses several financial industry certifications, including Series 79, Series 7, and Series 63 from FINRA.2 He is proficient in English and has limited working proficiency in Cantonese.2

Related Questions

What are some of the key projects Ed Tan has led at Addepar?
How did Ed Tan's role at Barclays prepare him for his position at Addepar?
What specific strategies does Ed Tan use to transform data into insights?
Can you provide examples of Ed Tan's achievements in financial data management?
How has Ed Tan's experience at Citadel Investment Group influenced his approach to data solutions?
Ed Tan
Ed Tan, photo 1
Ed Tan, photo 2
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Location

New York, New York, United States