WealthEngage Co-Founder, Branch Manager RJFS
Eddy works as a Miami-based private wealth management firm and has his Bachelor of Business Administration from Florida International University, a Global Masters in Finance from IE Business School, and holds both the Certified Investment Management Analyst (CIMA) and the Chartered Alternative Investment Analyst (CAIA) designations. He spent his career working for large institutional asset managers before going into private practice. In 2003 Eddy co-founded and developed UltimatEMR, an open-source EMR used across emerging markets to manage patient data and patient/ provider interaction. Eddy is a founding member of the Chartered Alternative Investment Analyst (CAIA) Miami Chapter and sits on the IMCA Investment and Wealth Monitor Editorial Advisory Board. He lives in Pinecrest with his wife and four children.