As Managing Director for Concurrent Advisors, Eddy heads Concurrent’s Advisor Engagement department working with advisors to enhance their client experience and drive long-term enterprise value. Augsten also chairs both Institutional and Retail Investment Committee’s, partners with advisors across the firm on discretionary portfolio management and construction and is responsible for the firm’s Investment Outlook.
Before joining Concurrent Eddy founded WealthEngage a Miami based Private Wealth boutique. Over his career, Eddy Augsten served as an investment consultant to financial advisors at major brokerage firms. He held senior positions at multiple global asset managers, including Principal Funds and Calvert Funds, over a 14-year period.
Augsten earned a bachelor’s degree in business administration from Florida International University where he is currently an Adjunct Lecturer and a Global Master of Science in Finance degree from IE Business School. He is a Certified Investment Management Analyst, the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant; and a Chartered Alternative Investment Analyst, a globally recognized credential for professionals managing, analyzing, distributing, or regulating alternative investments and asset classes. He also holds a certificate in financial planning from the University of Georgia’s Terry College of Business.
Throughout his career, Augsten has served on the boards of numerous community organizations, including Junior Achievement of Miami, CAIA Miami, FIU Business, IMCA Editorial Advisory Board and the Student Finance League.
Augsten is married to his wife Lori and a father of four. He lives in Pinecrest Florida and loves fishing, especially inshore fishing, art, music, travel to Spain and time with friends and family.