President
Current
Concurrent Asset Management
Feb 2024 - Present
AeroLeads people directory · profile
Eddy Augsten, Cima, Caia, Msf Email & Phone Number
Managing Director, Head of Investments at Concurrent
at
Concurrent
3 phones found
area 305
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director, Head of Investments at Concurrent
Location
Miami-Fort Lauderdale Area, United States, United States
Who is Eddy Augsten, Cima, Caia, Msf? Overview
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Quick answer
Eddy Augsten, Cima, Caia, Msf is listed as Managing Director, Head of Investments at Concurrent at Concurrent, based in Miami-Fort Lauderdale Area, United States, United States. AeroLeads shows phone signal with area code 305 and a matched LinkedIn profile for Eddy Augsten, Cima, Caia, Msf.
Eddy Augsten, Cima, Caia, Msf previously worked as President at Concurrent Asset Management and Managing Director, Head of Investments at Concurrent. Eddy Augsten, Cima, Caia, Msf holds Master’S Degree, Finance from Ie Business School.
Company email context
Email format at Concurrent
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Concurrent
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Profile bio
About Eddy Augsten, Cima, Caia, Msf
I’m the Managing Director of Investments at Concurrent. We’re a small, driven team that provides support for independent financial advisors through funding, technology, and community. Before joining Concurrent, I founded my own firm, WealthEngage. This experience as an entrepreneur and CIO definitely gives me great insight into my current role. As we collaborate with and serve RIAs, we are highly attuned to what they need to serve their clients, compete with larger financial institutions, and grow their practice to the size they desire.
Listed skills include Alternative Investments, Portfolio Management, and Valuation.
Current workplace
Eddy Augsten, Cima, Caia, Msf's current company
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8 roles · 9 years
Eddy Augsten, Cima, Caia, Msf work experience
A career timeline built from the work history available for this profile.
Managing Director, Head Of Investments
CurrentConcurrent is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients. We provide the foundation to launch an independent business, ongoing scale and resources to allow advisors to focus on the best use of their time with clients, and a community of like-minded.
Feb 2020 - Present
Adjunct Lecturer
CurrentChartered Financial Analyst (CFA®) Program
Feb 2021 - Present
Member Board Of Directors
CurrentJunior Achievement (JA) empowers young people to own their economic success. Our volunteer-delivered, K-12 programs foster work-readiness, entrepreneurship, and financial literacy skills, and use experiential learning to inspire kids to dream big and reach their potential. For more information go to www.jamiami.org.
Jan 2018 - Present
Founder Wealthengage
CurrentWealthEngage is a Miami based private wealth boutique focused on investment management and advanced planning for select families. Wealthengage, Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services.
2017 - Present
~9 yrs 4 mos
Member Board Of Directors
The Student Finance League (SFL) is a nonprofit which partners with existing organizations teaching finance and business education developing skills for life promoting stability, opportunity and equality.
Jan 2016 - Dec 2017
Senior Vice President
Vega & Oprandi Wealth Partners
Responsible for managing multi-asset discretionary portfolios for largest firm clients before forming WealthEngage.
Aug 2015 - Sep 2017
Regional Director To Senior Vice President
Investment Management Industry
Employers included: Principal Global Investors, Calvert InvestmentsI spent my career as a trusted advisor to many of Florida’s Top Wealth Managers and Financial Advisors. As an advisor to Financial Advisors, I focused on consulting some of the largest teams through one of the most difficult times of their career, a time where they had to balance their.
Jan 2002 - Aug 2015
3 education records
Eddy Augsten, Cima, Caia, Msf education
Master’S Degree, Finance
Certified Investment Management Analyst Program
FAQ
Frequently asked questions about Eddy Augsten, Cima, Caia, Msf
Quick answers generated from the profile data available on this page.
What company does Eddy Augsten, Cima, Caia, Msf work for?
Eddy Augsten, Cima, Caia, Msf works for Concurrent.
What is Eddy Augsten, Cima, Caia, Msf's role at Concurrent?
Eddy Augsten, Cima, Caia, Msf is listed as Managing Director, Head of Investments at Concurrent at Concurrent.
What is Eddy Augsten, Cima, Caia, Msf's phone number?
AeroLeads has found 3 phone signal(s) with area code 305 for Eddy Augsten, Cima, Caia, Msf at Concurrent.
Where is Eddy Augsten, Cima, Caia, Msf based?
Eddy Augsten, Cima, Caia, Msf is based in Miami-Fort Lauderdale Area, United States, United States while working with Concurrent.
What companies has Eddy Augsten, Cima, Caia, Msf worked for?
Eddy Augsten, Cima, Caia, Msf has worked for Concurrent Asset Management, Concurrent, Fiu Chapman Graduate School Of Business, Junior Achievement Of Greater Miami, and Wealthengage.
How can I contact Eddy Augsten, Cima, Caia, Msf?
You can use AeroLeads to view verified contact signals for Eddy Augsten, Cima, Caia, Msf at Concurrent, including work email, phone, and LinkedIn data when available.
What schools did Eddy Augsten, Cima, Caia, Msf attend?
Eddy Augsten, Cima, Caia, Msf holds Master’S Degree, Finance from Ie Business School.
What skills is Eddy Augsten, Cima, Caia, Msf known for?
Eddy Augsten, Cima, Caia, Msf is listed with skills including Alternative Investments, Portfolio Management, and Valuation.
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