"At Lexington Wealth Management, we value getting to know our clients on a personal level so we can provide a high 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 them and their interests. Through this connection, we are able to provide 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 five years of experience. After recently receiving his MBA with a concentration in economics of financial markets from Bentley University, he joined Lexington Wealth as a wealth advisor 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.
He is currently in the process of studying for the CFP exam.
Outside the office, Eddie likes to maintain an active lifestyle. He loves spending his summer weekends on the beaches of Cape Cod.
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, Massachusetts.