The History of EdgeTech Analytics
Founder and CEO Al Scofield recognized early on in his advisory career the transformative potential of leveraging technology to help manage client portfolios.
The seed of what became EdgeTech was planted in the mid-1980s when Al, after having taken out a loan to buy one of the most powerful consumer computers then available, wrote his first software algorithm investment model. Al continually improved his source code and analysis along with the rapid development of technology through the ‘90s as he used his insights to aid his investment advisory practice.
Fellow investment advisers curious as to Al’s process and recognizing his success within the industry eventually inquired as to Al’s unique approach to active management. It was then, in 2002, that Al decided he would share his custom-designed software innovations with the financial advisory community. EdgeTech Analytics, LLC was later established in 2007 to help bring the technology to more advisors and their clients across the country.
Our Team is Your Team
EXECUTIVE TEAM
Al Scofield
FOUNDER & CEO
As Founder and CEO, Al Scofield guides the day-to-day and long-term vision of EdgeTech Analytics with his leadership and his commitment to cutting edge innovation. Al entered the financial industry straight from the steel mill first as a broker before founding his own independent registered investment advisory firm which he still maintains to this day.
Early in his over 40-year career as an investment adviser, Al recognized the value of investing based on what works right now instead of relying on theories or sentiment-based decision-making. This fact-based focus led Al to write the foundations of the EdgeTech software in the earliest days of quantitative investing in the mid-1980s.
Al’s investing process and strategy caught the attention of other advisers who became the earliest adopters of the software which led to EdgeTech’s official start in 2007.
Al is active in the church he helped to establish as a member of its Board of Elders. He is a car enthusiast with a particular fondness for Chevrolet Corvettes and likes to spend his time with his wife, Debbie, their five children and eight (so far) grandchildren.
Drew Harpel
PRESIDENT
As EdgeTech’s President, Drew provides the analytical thinking, relationship building, leadership, and adaptability necessary to guide EdgeTech Analytics through the future. From intern to software specialist to relationship manager and now President, Drew has a deep understanding of all the aspects of EdgeTech’s business. Drew’s background in accounting has given him a sound proficiency in data analysis and quantitative modeling. In addition, as an investment adviser representative, Drew has a firm grasp of financial markets and appreciates the vital importance of an adviser’s relationship with their clients.
In his spare time Drew is active in his church as a member of its Board of Elders and can most often be found traveling with his wife Emily, on the golf course, or playing his guitar.
Casey Urdiales
CHIEF COMPLIANCE OFFICER & VICE PRESIDENT
As Vice President and Chief Compliance Officer, Casey is an integral member of EdgeTech’s Executive Committee. Casey brings expertise in law, investment advice, and financial markets and helps to manage the entire EdgeTech team.
Casey has spent the past 10 years at EdgeTech, starting as a software specialist and relationship manager. He is a registered investment adviser representative with a deep familiarity with markets and portfolio management. In addition, Casey is a practicing lawyer specializing for the past decade in investment management law and compliance. As the Chief Compliance Officer, Casey keeps the company informed on any regulatory changes that may apply to EdgeTech.
Casey received his law degree from the Cleveland-Marshall College of Law and is licensed to practice in the State of Ohio. He also holds his Series 65 as an investment adviser representative.
In his decade at EdgeTech Casey has taken to heart the wisdom of Founder Al Scofield: keep it simple and invest without emotion based on what is happening right now.
Casey enjoys spending time with his wife and two children and is an avowed bibliophile.
SOFTWARE & OFFICE ADMIN
Ben Walton
Software Specialist
Erik Mathisen
Senior Programmer
Debbie Scofield
Chief Financial Officer
Tom Foushee
Senior Software Specialist
Noah Meyers
Software Specialist
Kaden Kroslak
Software Specialist
Norm Rericha
Director of Technology
Nate Kroslak
Director of Data
Travis Teeter
Programming Administrator
