Eddy Augsten serves as president of Concurrent Asset Management, working to enhance the client experience and drive business growth for independent advisors.
He joined Concurrent in 2020 and has since led the effort to develop and execute the firm’s long-term vision for investment management. During his two decades in the financial services industry, he has held senior roles serving as a trusted advisor to top wealth managers and financial advisors.
Eddy holds the Certified Investment Management Analyst (CIMA) and Chartered Alternative Investment Analyst (CAIA) designations. He earned a Master’s in Finance from IE Business School and a Bachelor's in Business Administration from Florida International University.
Advisors who expect an edge from alternatives' illiquidity premium – without understanding the underlying terms and explaining them to clients – have a world of learning to do.
