Favorite sports obsessions
Fantasy football and participating in an annual Tough Mudder
Favorite travel destination
Almost anywhere. Studied abroad in Spain, France, the Netherlands and Japan
“At Lexington Wealth Management we value getting to know our clients on a personal level so we can provide a superior level of service. It is important for me to get to know our clients on a personal level so they can feel comfortable and know that we are looking out for their best interest. Through this connection we are able to provide unique insights to help our clients achieve their financial goals.”
Eddie, as he’s known by friends and family, is a new member of the Lexington Wealth Management team bringing with him 5 years of experience. After recently receiving his MBA with a concentration in Economics of Financial Markets from Bentley University, he joined LWM as Advisor Support Specialist and works with the Wealth Advisors to help clients reach their personal and financial goals.
Prior to earning his MBA, Eddie worked at Brown Brothers Harriman for four years in the Fund Accounting and Custody departments managing large client relationships.
Outside the office, Eddie likes to maintain an active lifestyle. He loves spending his summer weekends on the beaches of Cape Cod and his winters on the ski slopes of Vermont.
A native of Rye, New York, Eddie first came to the Boston area ten years ago to attend Bentley University for his undergraduate degree and loved it so much he never left. He now resides in Brighton, MA.