About Us

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New Castle Bedford Advisory is a boutique advisory and services firm owned and operated by George Edwards.  Our mission is to help clients achieve success through high-quality business advisory services in Finance & Accounting, Data Management and Risk Management.  While the firm partners with clients from disparate industries, the firm has expertise in finance and works with various market participants, including small investment firms, family offices, and fintechs.

George Edwards is the founder and owner of New Castle Bedford Advisory.  He is a strategic and transformational business advisor with 20 years of experience managing businesses at global investment banks in a Chief Operating Officer, Chief Financial Officer, and Chief Data Officer capacity.  He is a Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Project Management Professional (PMP), and he has a Masters of Business Administration (MBA).   He also holds the following licenses: FINRA Series 24 (General Securities Principal), FINRA Series 7 (General Securities Representative), FINRA Series 63 (Uniform Securities Agent), & FINRA Series 99 (Operations Professional).