Eduardo has 40 years of experience on Wall Street managing money for individuals and institutions. He began his career at Bear Stearns in NYC, where he ascended to the level of Managing Director in Fixed Income Sales and Trading. Subsequently, he served clients at CIBC World Markets, Oppenheimer, and Investment Placement Group.
Eduardo has a Master of Business Administration Degree from the Harvard Business School, a Master of Regional Planning Degree from the University of North Carolina at Chapel Hill, and a Bachelor of Arts Degree in Psychology from the University of San Francisco.
Eduardo’s clients include families, individuals, endowments, charitable funds, corporations, and trusts. He begins with a thorough understanding of each client’s circumstances and goals. He then drafts and executes a unique financial plan for each client. Eduardo has a deep knowledge of all financial instruments such as stocks, bonds, mutual funds, insurance, and alternative investments.
Eduardo has two grown daughters with their own families and resides in San Diego with his wife and son.