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Eddy Augsten

CAIA, CIMA®
Head of Investments, Concurrent

Eddy Augsten is Concurrent’s Head of Investments. He leverages his extensive experience in investment management to enhance client experience and drive business growth for independent advisors. By combining thought leadership with technology, Eddy plays a key role in shaping Concurrent’s investment strategy and helping advisors deliver sophisticated solutions to their clients.


Eddy is responsible for developing and executing Concurrent’s long-term vision for the future of investment management. He serves as a trusted resource for the firm’s network of elite advisors, providing guidance on complex financial scenarios and investment strategies. His experience empowers advisors to navigate a wide range of client needs, from portfolio construction to alternative investments.

A Certified Investment Management Analyst® (CIMA®) and a Chartered Alternative Investment Analyst (CAIA), Eddy brings an extensive knowledge of both public and private markets. His strong academic background includes a Master in Finance from IE Business School and a BBA from Florida International University.

Beyond his professional achievements, Eddy’s greatest pride is his family. He enjoys spending time with his wife and children. When he’s not working, you can often find him out on the water fishing.

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