Edward Karan founded Aspire Wealth Advisory Group because he saw a gap in the marketplace to serve high income executives and professionals by engaging with them to cut through financial clutter, delivering the right expertise for their plan, and executing on the strategy to help them live the life they aspire to.

He has over 30 years of experience advising institutions and individuals on important financial decisions. He most recently was a Managing Director and Head of Institutional Sales at Citi Global Wealth Work. In this capacity, he led teams in delivering customized wealth management and financial wellness programs for Citi’s largest institutional clients.

Prior to this role, Edward held positions as Head of the Professional Services Group as well as a Private Banker for more than 15 years, primarily serving firms and partners in the legal and consulting industries.

Prior to joining Citi Private Bank in 2004, Edward served as a consultant, investment banker, private equity investor and family office professional.

Edward graduated with honors from the University of Pennsylvania’s Wharton School of Business as a Joseph Wharton Scholar and holds the Chartered Financial Analyst® and Certified Financial Planner® designations.

Edward is a member of the Board of Directors of the Hebrew Free Loan Society, a nonprofit microfinance organization that has provided interest-free loans in the New York metropolitan area since 1892. Edward is also a financial coach affiliated with Living Smarter Jewish.