Edward Goard has been Chief Investment Officer of Yousif Capital Management since September 2023, is a control person of the firm and directly owns under 5% of it.
Yousif Capital Management, LLC is a Bloomfield Hills, MI firm with $14.7B under management, 444 clients and 8 advisers in one office, as of its March 2026 filing.
Ed Goard is Chief Investment Officer of Yousif Capital Management. He oversees the firm's investment process across global equities and bonds, with a focus on research, market analytics and asset allocation. Before joining the firm, he was Chief Investment Officer at INCORE Capital Management, which was previously Munder's core fixed income team, and a Senior Portfolio Manager at BlackRock (formerly BGI).
- – present · 2 yearsBloomfield Hills, MI · Adviser representative · Firm CRD 312511
Professional designations
Listed by Yousif Capital Management
- CFA® charterholder
Investment adviser representative registrations
Edward Goard is registered as an investment adviser representative in Michigan, since July 2024.
- MichiganSince 29 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 9 March 2006 |
| Series 7 | General Securities Representative Examination | 2 March 2006 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Edward Douglas Goard
- CRD
- 5100875
- Firm
- Yousif Capital Management · CRD 312511
- Role
- Chief Investment Officer
- Office
- 39533 WOODWARD AVE, SUITE 100, Bloomfield Hills, MI 48304
- Registration
- Investment adviser registration
- In the industry since
- July 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- yousifcapital.com
Where does Edward Goard work?
Edward Goard has been Chief Investment Officer of Yousif Capital Management, LLC since September 2023, and is a control person of the firm.
Is Edward Goard a financial advisor?
Yes. Edward Goard has a current investment-adviser registration in Michigan, through Yousif Capital Management since July 2024.
How many years of experience does Edward Goard have?
Edward Goard has 2 years in the financial industry, since July 2024, across 1 adviser firm.
What exams has Edward Goard passed?
Edward Goard has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in March 2006.
Where is Edward Goard based?
Edward Goard’s registered office is in Bloomfield Hills, MI.
Is Edward Goard registered with FINRA?
No. Edward Goard has no current broker registration.
Is Edward Goard a CFA charterholder?
Yousif Capital Management lists Edward Goard with the CFA credential (“CFA® charterholder”) on its website. CFA Institute confirms certification status.
How can I verify Edward Goard’s record?
Search CRD 5100875 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Edward Goard’s full registration record.
