Eddy Augsten, CAIA, Chapter Executive

Managing Director, Concurrent

As Managing Director of Concurrent, Eddy uses his decades of experience in investment and practice management to help transform the client experience and accelerate business growth for independent advisors. 

Serving as a resource for Concurrent’s network of elite advisors, and using his passion for independence, Eddy fosters entrepreneurship in financial advice. He is responsible for providing advisors a sense of belonging and ultimately success in generating enterprise value for their business. Having access to his strategic thinking and expertise, allows Concurrent advisors to accelerate their transition and execution from employee to independent business owner and practitioner. 

Prior to joining Concurrent, Eddy founded WealthEngage, a Miami-based advisory practice for focused on high-net-worth individuals and business owners.  Prior to founding WealthEngage, Eddy was an investment consultant to financial advisors at major brokerage firms, holding senior positions (SVP, VP, Regional Director) at multiple global asset managers including The Principal and Calvert.

Eddy is a Certified Investment Management Analyst® and a Chartered Alternative Investment Analyst. His credentials position him to consult as an expert on managing, analyzing, distributing, or regulating investments, alternative investments, and asset classes. He holds a Master’s in Finance from IE Business School and received his bachelor’s degree from Florida International University. 

A devoted husband and father of four, Eddy finds inspiration and peace at home when spending time with his family eating big dinners, drinking plenty of wine and coaching baseball and lacrosse.  While Eddy finds little time left, he is happiest on a boat with lines in the water.