Five Star award winner Edward Kuresman

PROFESSIONAL ACCOMPLISHMENTS

AWARDS

Five Star Wealth Manager award winner 2012-2020
Forty Under Forty Class of 2014
"Volunteer of the Year" Jewish Federation of Cincinnati
Madison named to the 2020 edition of Financial Times 300 Top Registered Investment Advisers
Madison named to the 2019 edition of Financial Advisors Top 50 Fastest Growing Firms in nation
Madison named a top RIA in Cincinnati for several years in a row by online news media site AdvisoryHQ, who independently researches and ranks financial advisory and wealth management firms
Please see disclosure language for each award on http://www.madisonadvisors.com/important-disclosure-information/

ACCREDITATIONS

Chartered Financial Analyst (CFA)
Member CFA Institute

EXPERIENCE & EDUCATION

Ed, a Chartered Financial Analyst (CFA), has more than 15 years of research and portfolio management experience. He is a member of the CFA Institute and past President of the CFA Society of Cincinnati. In 2014, Ed was named to the Cincinnati Business Courier’s Forty Under 40 class, chosen from over 400 nominees as our next generation of leaders. He is very active in numerous charitable endeavors including the Inner City Tennis Project and the Peaslee Neighborhood Center both of which create opportunities for residents of Cincinnati’s Over-the-Rhine community. Ed serves on the endowment committee for Adath Israel Congregation, The Cedar Village Foundation, and The Jewish Federation of Cincinnati, and is currently Board President for Rockwern Academy. In 2009, Ed was recognized as a “Volunteer of the Year” by the Jewish Federation of Cincinnati for his efforts and in 2012 was awarded the Kate S. Mack Young Leadership Award.

Ed graduated from Bowling Green State University with a B.S. in Business Administration, majoring in Finance. A highly ranked amateur tennis player, Ed was co-captain and four-year member of his university’s varsity tennis team.

Read Resources

This award was issued on 9/1/22 by Five Star Professional (FSP) for the time period 01/3/2022 through 07/1/2022. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.1,585 Cincinnati-area wealth managers were considered for the award; 230 (15% of candidates) were named 2022 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2021: 1357, 216, 16%, 9/1/21, 12/14/20 - 7/9/21; 2020: 1406, 216, 15%, 9/1/20, 12/2/19 - 6/12/20; 2019: 1371, 238, 17%, 9/1/19, 11/19/18 - 6/28/19; 2018: 1413, 239, 17%, 9/1/18, 12/20/17 - 7/19/18; 2017: 985, 288, 29%, 9/1/17, 12/21/16 - 6/29/17; 2016: 918, 368, 40%, 8/1/16, 2/10/16 - 7/25/16; 2015: 1667, 427, 26%, 9/1/15, 2/10/15 - 7/25/15; 2014: 2082, 483, 23%, 9/1/14, 2/10/14 - 7/25/14; 2013: 1367, 509, 37%, 9/1/13, 2/10/13 - 7/25/13; 2012: 1265, 477, 38%, 9/1/12, 2/10/12 - 7/25/12.

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Please see disclosure language for each award listed above on http://www.madisonadvisors.com/important-disclosure-information/

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.