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Ed Hannon, CFA

Ed Hannon, CFA

Ed Hannon, CFA is a Bates Testifying Expert who has spent more than three decades as an alternative investment portfolio manager, trader, and investor and serves as an advisor to the institutional and family office investment community. Ed possesses a wealth of experience as an investment professional.  

He has evaluated the investment strategy, operational, and compliance programs of a large number and variety of hedge funds and brings a deep understanding of investment strategy and operational strengths and weaknesses. Ed received a BS from The Pennsylvania State University and is a CFA Charterholder.

Ed is a consultant and subject matter expert in these Practice Areas and Services:



Bates Group LLC, Testifying Expert, 2016 – Present

Alternative Strategy Institute, Managing Director, Ridgewood, NJ, 2015 – Present

Castle Lanterra Properties, Chief Operating Officer, Suffern, NY, 2017 – 2019

Quest Global Advisors, Chief Operating Officer, Chief Compliance Officer, Greenwich, CT, 2016 – 2017

Stamos Capital Partners, Partner/Manager Research and Investment Strategy, New York, NY, 2010 – 2015

RBC Capital Markets, Head/Alternative Assets Risk Management, New York, NY, 2009 – 2010

Merrill Lynch, Hedge Fund Development & Management Group; Director, New York, NY, 2002 – 2009

Tremont Advisers, Fixed Income/Macro & CTA Analyst, Rye, NY, 2001 – 2002

Sulzberger (New York Times) Family Office, Investment Strategist, New York, NY, 2000 – 2001 

Marubeni International Finance, Alternative Investments Team Leader, New York, NY, 1997 – 2000

Bank of Nova Scotia Capital Markets, Head of Fixed Income Trading, Tokyo, Japan, 1994 – 1996

Nomura Securities Investment Trust Management, Fixed Income Portfolio Manager, Tokyo, Japan, 1991 – 1994

Marusan Securities Company, Japanese Equity Analyst/Product Specialist, Tokyo, Japan, 1987 – 1991

Merrill Lynch, Financial Consultant, New York, NY, 1985 – 1987


Bachelor of Science (BS), Finance, Pennsylvania State University, State College, PA


Chartered Financial Analyst (CFA)


  • English (native language)
  • Japanese


  • An Introduction to Hedge Funds and Managed Futures (Ed Hannon)
  • Structured Fixed Income (Ed Hannon)
  • The IO/Inverse Trade (Ed Hannon)
  • Floaters/Inverse Floaters (Ed Hannon)
  • IO/PO Securities (Ed Hannon)
  • Equity Long Short (Team) – Merrill Lynch Documents
  • Event Driven and Credit Vertical (Team) – Merrill Lynch Documents
  • Global Macro (Team) – Merrill Lynch Documents
  • Relative Value (Team) – Merrill Lynch Documents
  • Managed Futures (Team) – Merrill Lynch Documents
  • Discounted Bank Loans (Team) – Merrill Lynch Documents