Concurrent
Eddy Augsten, CIMA, CAIA, MSF, currently serves as the President of Concurrent Asset Management and has been with the firm since February 2024, after holding the positions of Managing Director and Head of Investments from February 2020. Additionally, Eddy has been an Adjunct Lecturer for the Chartered Financial Analyst (CFA®) Program at FIU Chapman Graduate School of Business since February 2021 and is a member of the Board of Directors for Junior Achievement of Greater Miami. As the founder of WealthEngage, a private wealth boutique established in 2017, Eddy focuses on investment management and advanced planning for select families. Previous roles include Senior Vice President at Vega & Oprandi Wealth Partners and various positions within the investment management industry, including Regional Director and Senior Vice President. Eddy's educational background includes a Master's Degree in Finance from IE Business School and certification in the Certified Investment Management Analyst Program from UC Berkeley, complemented by a BBA from Florida International University.
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Concurrent
Concurrent is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients. We provide the foundation to launch an independent business, ongoing scale, resources to allow advisors to focus on the best use of their time with clients, and a community of like-minded advisors. We are currently one of the largest and fastest-growing registered investment advisors (RIA) in the country. For more information, visit www.poweredbyconcurrent.com.