Robert E. Foss Jr.
Cherry Hills Village, CO
rob@edgerockwealth.com
720.667.4480
PROFESSIONAL HISTORY
EdgeRock Wealth Management
Portfolio Manager and Financial Advisor
Englewood, Colorado
- Develop and oversee all aspects of the investment program
- Work to facilitate portfolio growth
- Interface with clients to ensure investment vehicles, strategies, and products align with their stated goals
- Formulate and implement advice for the firm’s client base
February 2019 to Present
Reverse Polish, LLC
Managing Member and Chief Compliance Officer
Cherry Hills Village, Colorado
- Obtained Series-65, registered with the state of Colorado (Individual CRD – 685242/Firm CRD – 170714)
- Founded independent investment advisory company focused on building and managing portfolios of publicly traded securities for individuals and families
- Organize and carried out an internal compliance program and internal control procedures to fulfill requirements mandated by the Colorado Securities Act and Investment Act of 1940
January 2018 to June 2019
Georganne L. Foss Family Gift Trust
Analyst
Cherry Hills Village, Colorado
- Conducted company and security research to uncover potential investments with superior income and/or capital appreciation prospects
- Coordinated portfolio reviews to regularly evaluate investment performance and objectives
- Initiated and managed relationships with financial custodians to decrease costs and ensure best execution practices
August 2013 to December 2017
Ernst & Young LLP
Senior Accountant
McLean, Virginia
- Performed financial statement audits and quarterly reviews for public and private clients that operate within the financial services, technology and life science industries
- Counseled clients on proper accounting treatments within U.S.
- Generally Accepted Accounting Principles for complex activities and transactions
- Instructed and directly supervised work of Staff Accountants while providing guidance regarding appropriate audit procedures and accounting treatments
October 2008 to April 2011
EDUCATION
Master’s of Business Administration
Leeds School of Business
University of Colorado at Boulder
- MBA Finance Student of the year 2013
May 2013
Bachelor of Science, Accounting
Robert H. Smith School of Business
University of Maryland – College Park
May 2008
Bachelor of Science, Information Systems
Robert H. Smith School of Business
University of Maryland – College Park
May 2008
CERTIFICATION
Certified Public Accountant – Maryland License Number 37296 (inactive)
Level 2 Candidate in Chartered Financial Analyst (CFA®) Program
